PRW Wealth Management’s Zimmer Biomet ZBH Stock Holding History

PRW 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
2019 Q2	–	Sell	-45	Closed	-$6K	–	699
2019 Q1	$6K	Hold	45	–	–	0.01%	360
2018 Q4	$4K	Buy	+45	New	+$5.06K	0.01%	436

Other funds holding ZBH

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PRW Wealth Management's ZBH Position: Q2 2019 in Review

PRW Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2019, closing a stake of 45 shares — an estimated $6K sold.

PRW Wealth Management first reported a position in ZBH in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 883 funds tracked by Wall St. Rank hold ZBH as of Q2 2019.

PRW Wealth Management reported no remaining Zimmer Biomet position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 45 Zimmer Biomet shares in Q2 2019, an estimated $6K.
PRW Wealth Management first reported a position in Zimmer Biomet in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Zimmer Biomet position peaked at $6K in Q1 2019.
883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.