PRWA
ZIMV

Platte River Wealth Advisors’s ZimVie ZIMV Stock Holding History

Platte River Wealth 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
2023
Q4 		– Sell
-14,580
Closed -$137K – 104
2023
Q3 		$137K Hold
14,580
– – 0.05% 96
2023
Q2 		$164K Hold
14,580
– – 0.06% 94
2023
Q1 		$105K Buy
+14,580
New +$124K 0.04% 92

Other funds holding ZIMV

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Platte River Wealth Advisors's ZIMV Position: Q4 2023 in Review

Platte River Wealth Advisors sold out of ZimVie (ZIMV) in Q4 2023, closing a stake of 14,580 shares — an estimated $137K sold.

Platte River Wealth Advisors first reported a position in ZIMV in Q1 2023 and held it in 3 quarters. The position peaked at $164K in Q2 2023. 283 funds tracked by Wall St. Rank hold ZIMV as of Q4 2023.

  • Platte River Wealth Advisors reported no remaining ZimVie position as of Q4 2023 after selling out during the quarter.
  • Platte River Wealth Advisors sold 14,580 ZimVie shares in Q4 2023, an estimated $137K.
  • Platte River Wealth Advisors first reported a position in ZimVie in Q1 2023 and held it in 3 quarters.
  • Platte River Wealth Advisors's ZimVie position peaked at $164K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held ZimVie as of Q4 2023.

Based on Platte River Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.