RIA
ZBH icon

Realta Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-100
Closed -$14K – 1446
2019
Q4 		$14K Buy
100
+1
+1% +$138 ﹤0.01% 1054
2019
Q3 		$14K Sell
99
-165
-63% -$21.3K ﹤0.01% 1033
2019
Q2 		$30K Buy
264
+193
+272% +$22.6K 0.01% 811
2019
Q1 		$9K Buy
+71
New +$8.07K ﹤0.01% 941

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Realta Investment Advisors's ZBH Position: Q1 2020 in Review

Realta Investment Advisors sold out of Zimmer Biomet (ZBH) in Q1 2020, closing a stake of 100 shares — an estimated $14K sold.

Realta Investment Advisors first reported a position in ZBH in Q1 2019 and held it in 4 quarters. The position peaked at $30K in Q2 2019. 883 funds tracked by Wall St. Rank hold ZBH as of Q1 2020.

  • Realta Investment Advisors reported no remaining Zimmer Biomet position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 100 Zimmer Biomet shares in Q1 2020, an estimated $14K.
  • Realta Investment Advisors first reported a position in Zimmer Biomet in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Zimmer Biomet position peaked at $30K in Q2 2019.
  • 883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.