BDO Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

BDO Wealth Advisors’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 Q2	$2.62K	Hold	18	–	–	﹤0.01%	835
2023 Q1	$2.33K	Hold	18	–	–	﹤0.01%	892
2022 Q4	$2.29K	Hold	18	–	–	﹤0.01%	860
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	947
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	930
2022 Q1	$2K	Sell	18 -1	-5%	-$121	﹤0.01%	951
2021 Q4	$2K	Hold	19	–	–	﹤0.01%	967
2021 Q3	$3K	Hold	19	–	–	﹤0.01%	926
2021 Q2	$3K	Sell	19 -15	-44%	-$2.43K	﹤0.01%	965
2021 Q1	$5K	Sell	34 -206	-86%	-$31.9K	﹤0.01%	857
2020 Q4	$36K	Hold	240	–	–	0.01%	389
2020 Q3	$32K	Buy	240 +15	+7%	+$1.96K	0.01%	380
2020 Q2	$26K	Sell	225 -11	-5%	-$1.27K	﹤0.01%	398
2020 Q1	$23K	Buy	236 +217	+1,142%	+$28.4K	﹤0.01%	433
2019 Q4	$3K	Hold	19	–	–	﹤0.01%	547
2019 Q3	$2K	Hold	19	–	–	﹤0.01%	602
2019 Q2	$2K	Hold	19	–	–	﹤0.01%	591
2019 Q1	$2K	Sell	19 -206	-92%	-$23.4K	﹤0.01%	574
2018 Q4	$23K	Hold	225	–	–	0.01%	333
2018 Q3	$29K	Buy	225 +206	+1,084%	+$24.5K	0.01%	347
2018 Q2	$2K	Buy	+19	New	+$2.07K	﹤0.01%	599

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BDO Wealth Advisors's ZBH Position: Q2 2023 in Review

BDO Wealth Advisors held its Zimmer Biomet (ZBH) position steady in Q2 2023 at 18 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

BDO Wealth Advisors first reported a position in ZBH in Q2 2018 and has held it in 21 quarters since. The position peaked at $36K in Q4 2020. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q2 2023.

BDO Wealth Advisors held 18 shares of Zimmer Biomet worth $2.62K as of Q2 2023.
BDO Wealth Advisors left its Zimmer Biomet share count unchanged in Q2 2023.
Zimmer Biomet made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #835 holding.
BDO Wealth Advisors first reported a position in Zimmer Biomet in Q2 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's Zimmer Biomet position peaked at $36K in Q4 2020.
1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.