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National Wealth Management Group’s Zimmer Biomet ZBH Stock Holding History

National Wealth Management 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
Q2 		– Sell
-2,397
Closed -$328K – 176
2023
Q1 		$328K Buy
+2,397
New +$301K 0.37% 88

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

National Wealth Management Group's ZBH Position: Q2 2023 in Review

National Wealth Management Group sold out of Zimmer Biomet (ZBH) in Q2 2023, closing a stake of 2,397 shares — an estimated $328K sold.

National Wealth Management Group first reported a position in ZBH in Q1 2023 and held it in 1 quarter. The position peaked at $328K in Q1 2023. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q2 2023.

  • National Wealth Management Group reported no remaining Zimmer Biomet position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 2,397 Zimmer Biomet shares in Q2 2023, an estimated $328K.
  • National Wealth Management Group first reported a position in Zimmer Biomet in Q1 2023 and held it in 1 quarter.
  • National Wealth Management Group's Zimmer Biomet position peaked at $328K in Q1 2023.
  • 1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.