BWL
ZIMV

Bogart Wealth LLC’s ZimVie ZIMV Stock Holding History

Bogart Wealth LLC’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
-475
Closed -$6.63K – 1522
2024
Q4 		$6.63K Hold
475
– – ﹤0.01% 827
2024
Q3 		$7.54K Hold
475
– – ﹤0.01% 753
2024
Q2 		$8.67K Sell
475
-1
-0.2% -$16 ﹤0.01% 698
2024
Q1 		$7.85K Hold
476
– – ﹤0.01% 684
2023
Q4 		$8.45K Hold
476
– – ﹤0.01% 658
2023
Q3 		$4.48K Sell
476
-12
-2% -$139 ﹤0.01% 735
2023
Q2 		$5.48K Buy
488
+12
+3% +$117 ﹤0.01% 688
2023
Q1 		$3.44K Hold
476
– – ﹤0.01% 805
2022
Q4 		$4.45K Sell
476
-450
-49% -$3.93K ﹤0.01% 691
2022
Q3 		$9K Hold
926
– – ﹤0.01% 578
2022
Q2 		$15K Buy
926
+925
+92,500% +$20.4K ﹤0.01% 472
2022
Q1 		$0 Buy
+1
New +$24 ﹤0.01% 871

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

Bogart Wealth LLC's ZIMV Position: Q1 2025 in Review

Bogart Wealth LLC sold out of ZimVie (ZIMV) in Q1 2025, closing a stake of 475 shares — an estimated $6.63K sold.

Bogart Wealth LLC first reported a position in ZIMV in Q1 2022 and held it in 12 quarters. The position peaked at $15K in Q2 2022. 259 funds tracked by Wall St. Rank hold ZIMV as of Q1 2025.

  • Bogart Wealth LLC reported no remaining ZimVie position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 475 ZimVie shares in Q1 2025, an estimated $6.63K.
  • Bogart Wealth LLC first reported a position in ZimVie in Q1 2022 and held it in 12 quarters.
  • Bogart Wealth LLC's ZimVie position peaked at $15K in Q2 2022.
  • 259 funds tracked by Wall St. Rank held ZimVie as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.