CWA
ZIMV

Carolina Wealth Advisors’s ZimVie ZIMV Stock Holding History

Carolina Wealth Advisors’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
2024
Q4 		– Sell
-4
Closed -$63 – 357
2024
Q3 		$63 Hold
4
– – ﹤0.01% 330
2024
Q2 		$73 Hold
4
– – ﹤0.01% 219
2024
Q1 		$65 Hold
4
– – ﹤0.01% 218
2023
Q4 		$71 Hold
4
– – ﹤0.01% 242
2023
Q3 		$37 Hold
4
– – ﹤0.01% 265
2023
Q2 		$45 Hold
4
– – ﹤0.01% 252
2023
Q1 		$29 Hold
4
– – ﹤0.01% 273
2022
Q4 		$0 Hold
4
– – ﹤0.01% 267
2022
Q3 		$0 Hold
4
– – ﹤0.01% 283
2022
Q2 		$0 Hold
4
– – ﹤0.01% 299
2022
Q1 		$0 Buy
+4
New +$94 ﹤0.01% 307

Other funds holding ZIMV

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
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
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
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carolina Wealth Advisors's ZIMV Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of ZimVie (ZIMV) in Q4 2024, closing a stake of 4 shares — an estimated $63 sold.

Carolina Wealth Advisors first reported a position in ZIMV in Q1 2022 and held it in 11 quarters. The position peaked at $73 in Q2 2024. 274 funds tracked by Wall St. Rank hold ZIMV as of Q4 2024.

  • Carolina Wealth Advisors reported no remaining ZimVie position as of Q4 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 4 ZimVie shares in Q4 2024, an estimated $63.
  • Carolina Wealth Advisors first reported a position in ZimVie in Q1 2022 and held it in 11 quarters.
  • Carolina Wealth Advisors's ZimVie position peaked at $73 in Q2 2024.
  • 274 funds tracked by Wall St. Rank held ZimVie as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.