CTWM
ZIMV

Cherry Tree Wealth Management’s ZimVie ZIMV Stock Holding History

Cherry Tree Wealth Management’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
Q2 		– Sell
-2
Closed -$33 – 626
2024
Q1 		$33 Hold
2
– – ﹤0.01% 595
2023
Q4 		$36 Hold
2
– – ﹤0.01% 592
2023
Q3 		$19 Hold
2
– – ﹤0.01% 585
2023
Q2 		$23 Buy
+2
New +$19 ﹤0.01% 614

Other funds holding ZIMV

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Cherry Tree Wealth Management's ZIMV Position: Q2 2024 in Review

Cherry Tree Wealth Management sold out of ZimVie (ZIMV) in Q2 2024, closing a stake of 2 shares — an estimated $33 sold.

Cherry Tree Wealth Management first reported a position in ZIMV in Q2 2023 and held it in 4 quarters. The position peaked at $36 in Q4 2023. 289 funds tracked by Wall St. Rank hold ZIMV as of Q2 2024.

  • Cherry Tree Wealth Management reported no remaining ZimVie position as of Q2 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 2 ZimVie shares in Q2 2024, an estimated $33.
  • Cherry Tree Wealth Management first reported a position in ZimVie in Q2 2023 and held it in 4 quarters.
  • Cherry Tree Wealth Management's ZimVie position peaked at $36 in Q4 2023.
  • 289 funds tracked by Wall St. Rank held ZimVie as of Q2 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.