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Regent Peak Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-192
Closed -$29K – 1035
2020
Q4 		$29K Buy
+192
New +$27.1K 0.01% 399

Other funds holding ZBH

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Regent Peak Wealth Advisors's ZBH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q1 2021, closing a stake of 192 shares — an estimated $29K sold.

Regent Peak Wealth Advisors first reported a position in ZBH in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 1,029 funds tracked by Wall St. Rank hold ZBH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Zimmer Biomet position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 192 Zimmer Biomet shares in Q1 2021, an estimated $29K.
  • Regent Peak Wealth Advisors first reported a position in Zimmer Biomet in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Zimmer Biomet position peaked at $29K in Q4 2020.
  • 1,029 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.