PFG Private Wealth Management’s Zimmer Biomet ZBH Stock Holding History

PFG Private Wealth Management’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 Q3	–	Sell	-104	Closed	-$15.1K	–	328
2023 Q2	$15.1K	Hold	104	–	–	0.01%	192
2023 Q1	$13.4K	Hold	104	–	–	0.01%	187
2022 Q4	$13K	Hold	104	–	–	0.01%	178
2022 Q3	$11K	Hold	104	–	–	0.01%	188
2022 Q2	$11K	Hold	104	–	–	0.01%	196
2022 Q1	$13K	Sell	104 -3	-3%	-$362	0.01%	195
2021 Q4	$13K	Hold	107	–	–	0.01%	191
2021 Q3	$15K	Buy	+107	New	+$15.7K	0.01%	178

Other funds holding ZBH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PFG Private Wealth Management's ZBH Position: Q3 2023 in Review

PFG Private Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 104 shares — an estimated $15.1K sold.

PFG Private Wealth Management first reported a position in ZBH in Q3 2021 and held it in 8 quarters. The position peaked at $15.1K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

PFG Private Wealth Management reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
PFG Private Wealth Management sold 104 Zimmer Biomet shares in Q3 2023, an estimated $15.1K.
PFG Private Wealth Management first reported a position in Zimmer Biomet in Q3 2021 and held it in 8 quarters.
PFG Private Wealth Management's Zimmer Biomet position peaked at $15.1K in Q2 2023.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.