FWM
ZIM icon

Focused Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Focused Wealth Management’s Portfolio ZIM Stock Details ZIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25
Closed -$247 – 1006
2023
Q4 		$247 Buy
+25
New +$210 ﹤0.01% 949
2022
Q3 		– Sell
-1,500
Closed -$71K – 1075
2022
Q2 		$71K Buy
+1,500
New +$88K 0.01% 240

Other funds holding ZIM

IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focused Wealth Management's ZIM Position: Q1 2024 in Review

Focused Wealth Management sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2024, closing a stake of 25 shares — an estimated $247 sold.

Focused Wealth Management first reported a position in ZIM in Q2 2022 and held it in 2 quarters. The position peaked at $71K in Q2 2022. 192 funds tracked by Wall St. Rank hold ZIM as of Q1 2024.

  • Focused Wealth Management reported no remaining ZIM Integrated Shipping Services position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 25 ZIM Integrated Shipping Services shares in Q1 2024, an estimated $247.
  • Focused Wealth Management first reported a position in ZIM Integrated Shipping Services in Q2 2022 and held it in 2 quarters.
  • Focused Wealth Management's ZIM Integrated Shipping Services position peaked at $71K in Q2 2022.
  • 192 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.