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Personal Wealth Partners’s Zimmer Biomet ZBH Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-174
Closed -$27K – 415
2021
Q2 		$27K Buy
+174
New +$28.2K 0.01% 193
2020
Q1 		– Sell
-225
Closed -$33K – 647
2019
Q4 		$33K Hold
225
– – 0.01% 168
2019
Q3 		$30K Hold
225
– – 0.01% 173
2019
Q2 		$26K Buy
+225
New +$26.4K 0.01% 167

Other funds holding ZBH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Personal Wealth Partners's ZBH Position: Q3 2021 in Review

Personal Wealth Partners sold out of Zimmer Biomet (ZBH) in Q3 2021, closing a stake of 174 shares — an estimated $27K sold.

Personal Wealth Partners first reported a position in ZBH in Q2 2019 and held it in 4 quarters. The position peaked at $33K in Q4 2019. 982 funds tracked by Wall St. Rank hold ZBH as of Q3 2021.

  • Personal Wealth Partners reported no remaining Zimmer Biomet position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 174 Zimmer Biomet shares in Q3 2021, an estimated $27K.
  • Personal Wealth Partners first reported a position in Zimmer Biomet in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Zimmer Biomet position peaked at $33K in Q4 2019.
  • 982 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.