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Genesis Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Genesis 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
2015
Q2 		$21.8K Hold
206
– – 0.02% 281
2015
Q1 		$23.2K Hold
206
– – 0.02% 277
2014
Q4 		$24.1K Buy
+206
New +$21.7K 0.02% 300

Other funds holding ZBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Genesis Wealth Advisors's ZBH Position: Q2 2015 in Review

Genesis Wealth Advisors held its Zimmer Biomet (ZBH) position steady in Q2 2015 at 206 shares worth $21.8K. The position accounts for 0.02% of the portfolio, ranked #281.

Genesis Wealth Advisors first reported a position in ZBH in Q4 2014 and has held it in 3 quarters since. The position peaked at $24.1K in Q4 2014. 749 funds tracked by Wall St. Rank hold ZBH as of Q2 2015.

  • Genesis Wealth Advisors held 206 shares of Zimmer Biomet worth $21.8K as of Q2 2015.
  • Genesis Wealth Advisors left its Zimmer Biomet share count unchanged in Q2 2015.
  • Zimmer Biomet made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #281 holding.
  • Genesis Wealth Advisors first reported a position in Zimmer Biomet in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Zimmer Biomet position peaked at $24.1K in Q4 2014.
  • 749 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.