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Axxcess Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Axxcess Wealth Management’s Portfolio ZBH Stock Details ZBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,038
Closed -$229K – 946
2023
Q3 		$229K Buy
+2,038
New +$259K 0.01% 689

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axxcess Wealth Management's ZBH Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 2,038 shares — an estimated $229K sold.

Axxcess Wealth Management first reported a position in ZBH in Q3 2023 and held it in 1 quarter. The position peaked at $229K in Q3 2023. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

  • Axxcess Wealth Management reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,038 Zimmer Biomet shares in Q4 2023, an estimated $229K.
  • Axxcess Wealth Management first reported a position in Zimmer Biomet in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Zimmer Biomet position peaked at $229K in Q3 2023.
  • 1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.