SWM
ZIMV

Spire Wealth Management’s ZimVie ZIMV Stock Holding History

Spire Wealth Management’s Portfolio ZIMV Stock Details ZIMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-88
Closed -$1.45K – 2409
2024
Q1 		$1.45K Hold
88
– – ﹤0.01% 2147
2023
Q4 		$1.57K Hold
88
– – ﹤0.01% 2191
2023
Q3 		$828 Sell
88
-12
-12% -$139 ﹤0.01% 2284
2023
Q2 		$1.12K Hold
100
– – ﹤0.01% 2292
2023
Q1 		$723 Buy
+100
New +$852 ﹤0.01% 2428
2022
Q3 		– Sell
-110
Closed -$2K – 2648
2022
Q2 		$2K Buy
+110
New +$2.42K ﹤0.01% 2414

Other funds holding ZIMV

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Spire Wealth Management's ZIMV Position: Q2 2024 in Review

Spire Wealth Management sold out of ZimVie (ZIMV) in Q2 2024, closing a stake of 88 shares — an estimated $1.45K sold.

Spire Wealth Management first reported a position in ZIMV in Q2 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 289 funds tracked by Wall St. Rank hold ZIMV as of Q2 2024.

  • Spire Wealth Management reported no remaining ZimVie position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 88 ZimVie shares in Q2 2024, an estimated $1.45K.
  • Spire Wealth Management first reported a position in ZimVie in Q2 2022 and held it in 6 quarters.
  • Spire Wealth Management's ZimVie position peaked at $2K in Q2 2022.
  • 289 funds tracked by Wall St. Rank held ZimVie as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.