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Divergent Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Divergent 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
2018
Q4 		– Sell
-110
Closed -$14K – 126
2018
Q3 		$14K Hold
110
– – ﹤0.01% 105
2018
Q2 		$12K Hold
110
– – ﹤0.01% 106
2018
Q1 		$12K Buy
+110
New +$12.8K ﹤0.01% 107

Other funds holding ZBH

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Divergent Wealth Advisors's ZBH Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q4 2018, closing a stake of 110 shares — an estimated $14K sold.

Divergent Wealth Advisors first reported a position in ZBH in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 871 funds tracked by Wall St. Rank hold ZBH as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Zimmer Biomet position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 110 Zimmer Biomet shares in Q4 2018, an estimated $14K.
  • Divergent Wealth Advisors first reported a position in Zimmer Biomet in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Zimmer Biomet position peaked at $14K in Q3 2018.
  • 871 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.