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Clearview Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Clearview 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
-10
Closed -$1.46K – 669
2023
Q2 		$1.46K Hold
10
– – ﹤0.01% 560
2023
Q1 		$1.29K Hold
10
– – ﹤0.01% 553
2022
Q4 		$1.27K Hold
10
– – ﹤0.01% 512
2022
Q3 		$1K Hold
10
– – ﹤0.01% 562
2022
Q2 		$1K Hold
10
– – ﹤0.01% 568
2022
Q1 		$1K Hold
10
– – ﹤0.01% 585
2021
Q4 		$1K Hold
10
– – ﹤0.01% 674
2021
Q3 		$1K Hold
10
– – ﹤0.01% 638
2021
Q2 		$2K Hold
10
– – ﹤0.01% 592
2021
Q1 		$2K Hold
10
– – ﹤0.01% 559
2020
Q4 		$2K Buy
+10
New +$1.41K ﹤0.01% 519

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 10 shares — an estimated $1.46K sold.

Clearview Wealth Advisors first reported a position in ZBH in Q4 2020 and held it in 11 quarters. The position peaked at $2K in Q2 2021. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10 Zimmer Biomet shares in Q3 2023, an estimated $1.46K.
  • Clearview Wealth Advisors first reported a position in Zimmer Biomet in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Zimmer Biomet position peaked at $2K in Q2 2021.
  • 1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.