Caldwell Trust’s Zynex ZYXI Stock Holding History

Caldwell Trust’s Portfolio ZYXI Stock Details ZYXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,000	Closed	-$8.16K	–	732
2024 Q3	$8.16K	Buy	+1,000	New	+$8.43K	﹤0.01%	622

Other funds holding ZYXI

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

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

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

BCC

Bridge City Capital Lake Oswego, Oregon $361M AUM 38.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Caldwell Trust's ZYXI Position: Q4 2024 in Review

Caldwell Trust sold out of Zynex (ZYXI) in Q4 2024, closing a stake of 1,000 shares — an estimated $8.16K sold.

Caldwell Trust first reported a position in ZYXI in Q3 2024 and held it in 1 quarter. The position peaked at $8.16K in Q3 2024. 96 funds tracked by Wall St. Rank hold ZYXI as of Q4 2024.

Caldwell Trust reported no remaining Zynex position as of Q4 2024 after selling out during the quarter.
Caldwell Trust sold 1,000 Zynex shares in Q4 2024, an estimated $8.16K.
Caldwell Trust first reported a position in Zynex in Q3 2024 and held it in 1 quarter.
Caldwell Trust's Zynex position peaked at $8.16K in Q3 2024.
96 funds tracked by Wall St. Rank held Zynex as of Q4 2024.

Based on Caldwell Trust's 13F filing for Q4 2024, filed 24 Sep 2025.