CFFP
ZIMV

Center for Financial Planning’s ZimVie ZIMV Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-8
Closed -$146 – 609
2024
Q2 		$146 Hold
8
– – ﹤0.01% 566
2024
Q1 		$132 Hold
8
– – ﹤0.01% 596
2023
Q4 		$142 Hold
8
– – ﹤0.01% 515
2023
Q3 		$76 Hold
8
– – ﹤0.01% 512
2023
Q2 		$90 Sell
8
-3
-27% -$29 ﹤0.01% 562
2023
Q1 		$80 Hold
11
– – ﹤0.01% 526
2022
Q4 		$103 Hold
11
– – ﹤0.01% 531
2022
Q3 		$0 Hold
11
– – ﹤0.01% 692
2022
Q2 		$0 Sell
11
-400
-97% -$8.82K ﹤0.01% 568
2022
Q1 		$9K Buy
+411
New +$9.68K ﹤0.01% 390

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Center for Financial Planning's ZIMV Position: Q3 2024 in Review

Center for Financial Planning sold out of ZimVie (ZIMV) in Q3 2024, closing a stake of 8 shares — an estimated $146 sold.

Center for Financial Planning first reported a position in ZIMV in Q1 2022 and held it in 10 quarters. The position peaked at $9K in Q1 2022. 278 funds tracked by Wall St. Rank hold ZIMV as of Q3 2024.

  • Center for Financial Planning reported no remaining ZimVie position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 8 ZimVie shares in Q3 2024, an estimated $146.
  • Center for Financial Planning first reported a position in ZimVie in Q1 2022 and held it in 10 quarters.
  • Center for Financial Planning's ZimVie position peaked at $9K in Q1 2022.
  • 278 funds tracked by Wall St. Rank held ZimVie as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.