Ropes Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $347K | Buy |
3,091
+6
| +0.2% | +$762 | 0.07% | 196 |
|
|
2023
Q2 | $449K | Hold |
3,085
| – | – | 0.07% | 179 |
|
|
2023
Q1 | $399K | Buy |
3,085
+205
| +7% | +$25.7K | 0.07% | 190 |
|
|
2022
Q4 | $367K | Buy |
2,880
+5
| +0.2% | +$580 | 0.07% | 197 |
|
|
2022
Q3 | $301K | Hold |
2,875
| – | – | 0.06% | 193 |
|
|
2022
Q2 | $302K | Hold |
2,875
| – | – | 0.06% | 213 |
|
|
2022
Q1 | $368K | Sell |
2,875
-108
| -4% | -$13K | 0.06% | 220 |
|
|
2021
Q4 | $368K | Sell |
2,983
-60
| -2% | -$7.85K | 0.06% | 197 |
|
|
2021
Q3 | $432K | Hold |
3,043
| – | – | 0.07% | 188 |
|
|
2021
Q2 | $475K | Sell |
3,043
-166
| -5% | -$26.9K | 0.08% | 178 |
|
|
2021
Q1 | $522K | Buy |
3,209
+185
| +6% | +$28.7K | 0.09% | 164 |
|
|
2020
Q4 | $452K | Sell |
3,024
-52
| -2% | -$7.34K | 0.07% | 165 |
|
|
2020
Q3 | $407K | Hold |
3,076
| – | – | 0.08% | 157 |
|
|
2020
Q2 | $356K | Hold |
3,076
| – | – | 0.07% | 156 |
|
|
2020
Q1 | $302K | Buy |
3,076
+22
| +0.7% | +$2.88K | 0.08% | 151 |
|
|
2019
Q4 | $444K | Sell |
3,054
-51
| -2% | -$7.04K | 0.1% | 152 |
|
|
2019
Q3 | $414K | Hold |
3,105
| – | – | 0.09% | 150 |
|
|
2019
Q2 | $355K | Buy |
3,105
+41
| +1% | +$4.8K | 0.07% | 172 |
|
|
2019
Q1 | $380K | Sell |
3,064
-664
| -18% | -$75.5K | 0.1% | 162 |
|
|
2018
Q4 | $375K | Buy |
3,728
+148
| +4% | +$16.6K | 0.11% | 156 |
|
|
2018
Q3 | $457K | Sell |
3,580
-156
| -4% | -$18.5K | 0.11% | 155 |
|
|
2018
Q2 | $404K | Hold |
3,736
| – | – | 0.11% | 159 |
|
|
2018
Q1 | $395K | Buy |
3,736
+607
| +19% | +$70.5K | 0.11% | 157 |
|
|
2017
Q4 | $367K | Sell |
3,129
-198
| -6% | -$22.4K | 0.1% | 167 |
|
|
2017
Q3 | $378K | Hold |
3,327
| – | – | 0.1% | 161 |
|
|
2017
Q2 | $415K | Hold |
3,327
| – | – | 0.12% | 148 |
|
|
2017
Q1 | $394K | Buy |
3,327
+353
| +12% | +$40K | 0.11% | 152 |
|
|
2016
Q4 | $298K | Buy |
2,974
+502
| +20% | +$53.8K | 0.09% | 170 |
|
|
2016
Q3 | $312K | Sell |
2,472
-1,513
| -38% | -$187K | 0.11% | 161 |
|
|
2016
Q2 | $466K | Sell |
3,985
-63
| -2% | -$7.13K | 0.16% | 109 |
|
|
2016
Q1 | $419K | Hold |
4,048
| – | – | 0.19% | 90 |
|
|
2015
Q4 | $403K | Buy |
4,048
+1,483
| +58% | +$145K | 0.18% | 97 |
|
|
2015
Q3 | $234K | Sell |
2,565
-77
| -3% | -$7.72K | 0.12% | 121 |
|
|
2015
Q2 | $280K | Buy |
2,642
+77
| +3% | +$8.52K | 0.15% | 106 |
|
|
2015
Q1 | $293K | Buy |
+2,565
| New | +$293K | 0.15% | 107 |
|
Other funds holding ZBH
Ropes Wealth Advisors's ZBH Position: Q3 2023 in Review
Ropes Wealth Advisors increased its Zimmer Biomet (ZBH) stake by 0.19% in Q3 2023, buying an estimated $762 and bringing the position to 3,091 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #196.
Ropes Wealth Advisors first reported a position in ZBH in Q1 2015 and has held it in 35 quarters since. The position peaked at $522K in Q1 2021. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.
- Ropes Wealth Advisors held 3,091 shares of Zimmer Biomet worth $347K as of Q3 2023.
- Ropes Wealth Advisors bought 6 Zimmer Biomet shares in Q3 2023, an estimated $762.
- Zimmer Biomet made up 0.07% of Ropes Wealth Advisors's portfolio in Q3 2023, its #196 holding.
- Ropes Wealth Advisors first reported a position in Zimmer Biomet in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's Zimmer Biomet position peaked at $522K in Q1 2021.
- 1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.