Evoke Wealth’s ZimVie ZIMV Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-6	Closed	–	–	1169
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1284
2022 Q2	$0	Sell	6 -17	-74%	-$375	﹤0.01%	1260
2022 Q1	$1K	Buy	+23	New	+$542	﹤0.01%	1139

Other funds holding ZIMV

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Evoke Wealth's ZIMV Position: Q4 2022 in Review

Evoke Wealth sold out of ZimVie (ZIMV) in Q4 2022, closing a stake of 6 shares.

Evoke Wealth first reported a position in ZIMV in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 308 funds tracked by Wall St. Rank hold ZIMV as of Q4 2022.

Evoke Wealth reported no remaining ZimVie position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 6 ZimVie shares in Q4 2022.
Evoke Wealth first reported a position in ZimVie in Q1 2022 and held it in 3 quarters.
Evoke Wealth's ZimVie position peaked at $1K in Q1 2022.
308 funds tracked by Wall St. Rank held ZimVie as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.