Canvas Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Canvas 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 Q3	–	Sell	-3,156	Closed	-$445K	–	132
2023 Q2	$445K	Sell	3,156 -1,593	-34%	-$216K	0.17%	74
2023 Q1	$657K	Buy	+4,749	New	+$596K	0.28%	59
2022 Q3	–	Sell	-3,859	Closed	-$405K	–	140
2022 Q2	$405K	Sell	3,859 -9,752	-72%	-$1.16M	0.16%	85
2022 Q1	$1.64M	Buy	13,611 +1,861	+16%	+$224K	0.6%	44
2021 Q4	$1.45M	Buy	11,750 +2,657	+29%	+$348K	0.52%	48
2021 Q3	$1.29M	Buy	9,093 +3,696	+68%	+$544K	0.53%	45
2021 Q2	$843K	Buy	+5,397	New	+$874K	0.38%	57

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canvas Wealth Advisors's ZBH Position: Q3 2023 in Review

Canvas Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 3,156 shares — an estimated $445K sold.

Canvas Wealth Advisors first reported a position in ZBH in Q2 2021 and held it in 7 quarters. The position peaked at $1.64M in Q1 2022. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Canvas Wealth Advisors reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
Canvas Wealth Advisors sold 3,156 Zimmer Biomet shares in Q3 2023, an estimated $445K.
Canvas Wealth Advisors first reported a position in Zimmer Biomet in Q2 2021 and held it in 7 quarters.
Canvas Wealth Advisors's Zimmer Biomet position peaked at $1.64M in Q1 2022.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Canvas Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.