High Net Worth Advisory Group’s Zimmer Biomet ZBH Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-246	Closed	-$31.4K	–	597
2022 Q4	$31.4K	Hold	246	–	–	0.01%	387
2022 Q3	$26K	Hold	246	–	–	0.01%	420
2022 Q2	$26K	Hold	246	–	–	0.01%	411
2022 Q1	$31K	Sell	246 -7	-3%	-$844	0.01%	399
2021 Q4	$31K	Buy	+253	New	+$33.1K	0.01%	402

Other funds holding ZBH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

High Net Worth Advisory Group's ZBH Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Zimmer Biomet (ZBH) in Q1 2023, closing a stake of 246 shares — an estimated $31.4K sold.

High Net Worth Advisory Group first reported a position in ZBH in Q4 2021 and held it in 5 quarters. The position peaked at $31.4K in Q4 2022. 993 funds tracked by Wall St. Rank hold ZBH as of Q1 2023.

High Net Worth Advisory Group reported no remaining Zimmer Biomet position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 246 Zimmer Biomet shares in Q1 2023, an estimated $31.4K.
High Net Worth Advisory Group first reported a position in Zimmer Biomet in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Zimmer Biomet position peaked at $31.4K in Q4 2022.
993 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.