CFA
ZYXI

Carroll Financial Associates’s Zynex ZYXI Stock Holding History

Carroll Financial Associates’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
2021
Q3 		– Sell
-4,340
Closed -$61K – 1977
2021
Q2 		$61K Buy
+4,340
New +$60K ﹤0.01% 742

Other funds holding ZYXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Carroll Financial Associates's ZYXI Position: Q3 2021 in Review

Carroll Financial Associates sold out of Zynex (ZYXI) in Q3 2021, closing a stake of 4,340 shares — an estimated $61K sold.

Carroll Financial Associates first reported a position in ZYXI in Q2 2021 and held it in 1 quarter. The position peaked at $61K in Q2 2021. 110 funds tracked by Wall St. Rank hold ZYXI as of Q3 2021.

  • Carroll Financial Associates reported no remaining Zynex position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 4,340 Zynex shares in Q3 2021, an estimated $61K.
  • Carroll Financial Associates first reported a position in Zynex in Q2 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Zynex position peaked at $61K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held Zynex as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.