GWMIA
ZIMV

Global Wealth Management Investment Advisory’s ZimVie ZIMV Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-1
Closed -$18 – 461
2023
Q4 		$18 Hold
1
– – ﹤0.01% 471
2023
Q3 		$9 Hold
1
– – ﹤0.01% 477
2023
Q2 		$11 Buy
+1
New +$10 ﹤0.01% 484
2022
Q3 		– Sell
-1
Closed – – 501
2022
Q2 		$0 Hold
1
– – ﹤0.01% 546
2022
Q1 		$0 Buy
+1
New +$24 ﹤0.01% 535

Other funds holding ZIMV

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Global Wealth Management Investment Advisory's ZIMV Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of ZimVie (ZIMV) in Q1 2024, closing a stake of 1 share — an estimated $18 sold.

Global Wealth Management Investment Advisory first reported a position in ZIMV in Q1 2022 and held it in 5 quarters. The position peaked at $18 in Q4 2023. 283 funds tracked by Wall St. Rank hold ZIMV as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining ZimVie position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1 ZimVie share in Q1 2024, an estimated $18.
  • Global Wealth Management Investment Advisory first reported a position in ZimVie in Q1 2022 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's ZimVie position peaked at $18 in Q4 2023.
  • 283 funds tracked by Wall St. Rank held ZimVie as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.