Curi Wealth Management’s ZimVie ZIMV Stock Holding History

Curi 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
2022 Q3	–	Sell	-99	Closed	-$2K	–	720
2022 Q2	$2K	Hold	99	–	–	﹤0.01%	538
2022 Q1	$2K	Buy	+99	New	+$2.33K	﹤0.01%	465

Other funds holding ZIMV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi Wealth Management's ZIMV Position: Q3 2022 in Review

Curi Wealth Management sold out of ZimVie (ZIMV) in Q3 2022, closing a stake of 99 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in ZIMV in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 318 funds tracked by Wall St. Rank hold ZIMV as of Q3 2022.

Curi Wealth Management reported no remaining ZimVie position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 99 ZimVie shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in ZimVie in Q1 2022 and held it in 2 quarters.
Curi Wealth Management's ZimVie position peaked at $2K in Q2 2022.
318 funds tracked by Wall St. Rank held ZimVie as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.