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Heritage Wealth Management (Arizona)’s Zimmer Biomet ZBH Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q2 		– Sell
-41
Closed -$6K – 934
2021
Q1 		$6K Buy
+41
New +$6.35K ﹤0.01% 638

Other funds holding ZBH

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ZBH Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Zimmer Biomet (ZBH) in Q2 2021, closing a stake of 41 shares — an estimated $6K sold.

Heritage Wealth Management (Arizona) first reported a position in ZBH in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 1,018 funds tracked by Wall St. Rank hold ZBH as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Zimmer Biomet position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 41 Zimmer Biomet shares in Q2 2021, an estimated $6K.
  • Heritage Wealth Management (Arizona) first reported a position in Zimmer Biomet in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Zimmer Biomet position peaked at $6K in Q1 2021.
  • 1,018 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.