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Prospera Financial Services’s Zimmer Biomet ZBH Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-198
Closed -$21K – 1613
2022
Q2 		$21K Sell
198
-120
-38% -$14.2K ﹤0.01% 1204
2022
Q1 		$41K Buy
+318
New +$38.3K ﹤0.01% 1460
2021
Q2 		– Sell
-26,188
Closed -$4.07M – 832
2021
Q1 		$4.07M Sell
26,188
-1,927
-7% -$298K 0.24% 93
2020
Q4 		$4.21M Buy
+28,115
New +$3.97M 0.29% 67

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Prospera Financial Services's ZBH Position: Q3 2022 in Review

Prospera Financial Services sold out of Zimmer Biomet (ZBH) in Q3 2022, closing a stake of 198 shares — an estimated $21K sold.

Prospera Financial Services first reported a position in ZBH in Q4 2020 and held it in 4 quarters. The position peaked at $4.21M in Q4 2020. 919 funds tracked by Wall St. Rank hold ZBH as of Q3 2022.

  • Prospera Financial Services reported no remaining Zimmer Biomet position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 198 Zimmer Biomet shares in Q3 2022, an estimated $21K.
  • Prospera Financial Services first reported a position in Zimmer Biomet in Q4 2020 and held it in 4 quarters.
  • Prospera Financial Services's Zimmer Biomet position peaked at $4.21M in Q4 2020.
  • 919 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.