IHWM
ZIMV

Iron Horse Wealth Management’s ZimVie ZIMV Stock Holding History

Iron Horse Wealth Management’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
2023
Q2 		– Sell
-10
Closed -$72 – 358
2023
Q1 		$72 Buy
+10
New +$85 ﹤0.01% 343

Other funds holding ZIMV

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BlackRock
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
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Iron Horse Wealth Management's ZIMV Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of ZimVie (ZIMV) in Q2 2023, closing a stake of 10 shares — an estimated $72 sold.

Iron Horse Wealth Management first reported a position in ZIMV in Q1 2023 and held it in 1 quarter. The position peaked at $72 in Q1 2023. 288 funds tracked by Wall St. Rank hold ZIMV as of Q2 2023.

  • Iron Horse Wealth Management reported no remaining ZimVie position as of Q2 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 10 ZimVie shares in Q2 2023, an estimated $72.
  • Iron Horse Wealth Management first reported a position in ZimVie in Q1 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's ZimVie position peaked at $72 in Q1 2023.
  • 288 funds tracked by Wall St. Rank held ZimVie as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.