Financial Synergies Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-9	Closed	-$1.19K	–	492
2024 Q1	$1.19K	Hold	9	–	–	﹤0.01%	384
2023 Q4	$1.15K	Hold	9	–	–	﹤0.01%	311
2023 Q3	$1.01K	Hold	9	–	–	﹤0.01%	371
2023 Q2	$1.31K	Hold	9	–	–	﹤0.01%	337
2023 Q1	$1.16K	Hold	9	–	–	﹤0.01%	362
2022 Q4	$1.15K	Hold	9	–	–	﹤0.01%	311
2022 Q3	$941	Buy	+9	New	+$988	﹤0.01%	306

Other funds holding ZBH

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Synergies Wealth Advisors's ZBH Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 9 shares — an estimated $1.19K sold.

Financial Synergies Wealth Advisors first reported a position in ZBH in Q3 2022 and held it in 7 quarters. The position peaked at $1.31K in Q2 2023. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 9 Zimmer Biomet shares in Q2 2024, an estimated $1.19K.
Financial Synergies Wealth Advisors first reported a position in Zimmer Biomet in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Zimmer Biomet position peaked at $1.31K in Q2 2023.
1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.