HHM Wealth Advisors’s ZimVie ZIMV Stock Holding History

HHM Wealth Advisors’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	-4	Closed	-$71	–	783
2023 Q4	$71	Sell	4 -3	-43%	-$30	﹤0.01%	734
2023 Q3	$66	Sell	7 -4	-36%	-$46	﹤0.01%	778
2023 Q2	$124	Hold	11	–	–	﹤0.01%	792
2023 Q1	$80	Hold	11	–	–	﹤0.01%	805
2022 Q4	$103	Hold	11	–	–	﹤0.01%	683
2022 Q3	$0	Hold	11	–	–	﹤0.01%	829
2022 Q2	$0	Sell	11 -10	-48%	-$220	﹤0.01%	851
2022 Q1	$0	Buy	+21	New	+$495	﹤0.01%	758

Other funds holding ZIMV

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HHM Wealth Advisors's ZIMV Position: Q1 2024 in Review

HHM Wealth Advisors sold out of ZimVie (ZIMV) in Q1 2024, closing a stake of 4 shares — an estimated $71 sold.

HHM Wealth Advisors first reported a position in ZIMV in Q1 2022 and held it in 8 quarters. The position peaked at $124 in Q2 2023. 283 funds tracked by Wall St. Rank hold ZIMV as of Q1 2024.

HHM Wealth Advisors reported no remaining ZimVie position as of Q1 2024 after selling out during the quarter.
HHM Wealth Advisors sold 4 ZimVie shares in Q1 2024, an estimated $71.
HHM Wealth Advisors first reported a position in ZimVie in Q1 2022 and held it in 8 quarters.
HHM Wealth Advisors's ZimVie position peaked at $124 in Q2 2023.
283 funds tracked by Wall St. Rank held ZimVie as of Q1 2024.

Based on HHM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.