Sutton Wealth Advisors’s ZimVie ZIMV Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$2.83K	Hold	301	–	–	﹤0.01%	673
2023 Q2	$3.38K	Hold	301	–	–	﹤0.01%	623
2023 Q1	$2.18K	Sell	301 -894	-75%	-$7.62K	﹤0.01%	634
2022 Q4	$11.2K	Buy	1,195 +278	+30%	+$2.43K	﹤0.01%	906
2022 Q3	$9.05K	Buy	917 +238	+35%	+$3.84K	﹤0.01%	920
2022 Q2	$10.9K	Buy	679 +375	+123%	+$8.27K	﹤0.01%	876
2022 Q1	$6.94K	Buy	+304	New	+$7.16K	﹤0.01%	1031

Other funds holding ZIMV

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's ZIMV Position: Q3 2023 in Review

Sutton Wealth Advisors held its ZimVie (ZIMV) position steady in Q3 2023 at 301 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Sutton Wealth Advisors first reported a position in ZIMV in Q1 2022 and has held it in 7 quarters since. The position peaked at $11.2K in Q4 2022. 276 funds tracked by Wall St. Rank hold ZIMV as of Q3 2023.

Sutton Wealth Advisors held 301 shares of ZimVie worth $2.83K as of Q3 2023.
Sutton Wealth Advisors left its ZimVie share count unchanged in Q3 2023.
ZimVie made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #673 holding.
Sutton Wealth Advisors first reported a position in ZimVie in Q1 2022 and has held it in 7 quarters since.
Sutton Wealth Advisors's ZimVie position peaked at $11.2K in Q4 2022.
276 funds tracked by Wall St. Rank held ZimVie as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.