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Stratos Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Stratos 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
2024
Q1 		– Sell
-2,026
Closed -$247K – 737
2023
Q4 		$247K Buy
+2,026
New +$226K 0.01% 596
2023
Q3 		– Sell
-1,828
Closed -$266K – 722
2023
Q2 		$266K Sell
1,828
-106
-5% -$14.4K 0.02% 539
2023
Q1 		$250K Sell
1,934
-12
-0.6% -$1.51K 0.02% 531
2022
Q4 		$248K Buy
+1,946
New +$226K 0.02% 509
2022
Q3 		– Sell
-5,281
Closed -$555K – 547
2022
Q2 		$555K Buy
5,281
+58
+1% +$6.88K 0.05% 345
2022
Q1 		$668K Sell
5,223
-303
-5% -$36.5K 0.05% 333
2021
Q4 		$682K Buy
5,526
+178
+3% +$23.3K 0.05% 339
2021
Q3 		$760K Sell
5,348
-174
-3% -$25.6K 0.06% 293
2021
Q2 		$862K Hold
5,522
– – 0.08% 263
2021
Q1 		$858K Buy
5,522
+351
+7% +$54.4K 0.09% 237
2020
Q4 		$774K Buy
+5,171
New +$730K 0.11% 190
2019
Q4 		– Sell
-1,595
Closed -$213K – 250
2019
Q3 		$213K Buy
+1,595
New +$206K 0.08% 235

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stratos Wealth Advisors's ZBH Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 2,026 shares — an estimated $247K sold.

Stratos Wealth Advisors first reported a position in ZBH in Q3 2019 and held it in 12 quarters. The position peaked at $862K in Q2 2021. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

  • Stratos Wealth Advisors reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 2,026 Zimmer Biomet shares in Q1 2024, an estimated $247K.
  • Stratos Wealth Advisors first reported a position in Zimmer Biomet in Q3 2019 and held it in 12 quarters.
  • Stratos Wealth Advisors's Zimmer Biomet position peaked at $862K in Q2 2021.
  • 1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.