AWM
ZIMV

Avior Wealth Management’s ZimVie ZIMV Stock Holding History

Avior Wealth Management’s Portfolio ZIMV Stock Details ZIMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17
Closed -$237 – 2391
2024
Q4 		$237 Buy
17
+1
+6% +$14 ﹤0.01% 2346
2024
Q3 		$253 Hold
16
– – ﹤0.01% 2212
2024
Q2 		$292 Sell
16
-19
-54% -$311 ﹤0.01% 2165
2024
Q1 		$577 Buy
35
+25
+250% +$445 ﹤0.01% 2536
2023
Q4 		$177 Hold
10
– – ﹤0.01% 1473
2023
Q3 		$94 Hold
10
– – ﹤0.01% 1563
2023
Q2 		$112 Sell
10
-2
-17% -$19 ﹤0.01% 1521
2023
Q1 		$86 Sell
12
-7
-37% -$60 ﹤0.01% 1594
2022
Q4 		$177 Hold
19
– – ﹤0.01% 1223
2022
Q3 		$0 Hold
19
– – ﹤0.01% 1313
2022
Q2 		$0 Hold
19
– – ﹤0.01% 1250
2022
Q1 		$0 Buy
+19
New +$448 ﹤0.01% 1261

Other funds holding ZIMV

EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avior Wealth Management's ZIMV Position: Q1 2025 in Review

Avior Wealth Management sold out of ZimVie (ZIMV) in Q1 2025, closing a stake of 17 shares — an estimated $237 sold.

Avior Wealth Management first reported a position in ZIMV in Q1 2022 and held it in 12 quarters. The position peaked at $577 in Q1 2024. 259 funds tracked by Wall St. Rank hold ZIMV as of Q1 2025.

  • Avior Wealth Management reported no remaining ZimVie position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 17 ZimVie shares in Q1 2025, an estimated $237.
  • Avior Wealth Management first reported a position in ZimVie in Q1 2022 and held it in 12 quarters.
  • Avior Wealth Management's ZimVie position peaked at $577 in Q1 2024.
  • 259 funds tracked by Wall St. Rank held ZimVie as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.