NFA
ZIMV

Northwest Financial Advisors’s ZimVie ZIMV Stock Holding History

Northwest Financial 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
Q4 		– Sell
-2
Closed -$32 – 565
2024
Q3 		$32 Buy
+2
New +$36 ﹤0.01% 559
2024
Q1 		– Sell
-2
Closed -$36 – 557
2023
Q4 		$36 Buy
+2
New +$20 ﹤0.01% 558

Other funds holding ZIMV

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
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
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northwest Financial Advisors's ZIMV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of ZimVie (ZIMV) in Q4 2024, closing a stake of 2 shares — an estimated $32 sold.

Northwest Financial Advisors first reported a position in ZIMV in Q4 2023 and held it in 2 quarters. The position peaked at $36 in Q4 2023. 274 funds tracked by Wall St. Rank hold ZIMV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining ZimVie position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 2 ZimVie shares in Q4 2024, an estimated $32.
  • Northwest Financial Advisors first reported a position in ZimVie in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's ZimVie position peaked at $36 in Q4 2023.
  • 274 funds tracked by Wall St. Rank held ZimVie as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.