TCI 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
Q2 | – | Sell |
-478
| Closed | -$61.8K | – | 2295 |
|
|
2023
Q1 | $61.8K | Buy |
478
+6
| +1% | +$753 | 0.01% | 381 |
|
|
2022
Q4 | $60.2K | Sell |
472
-15
| -3% | -$1.74K | 0.01% | 358 |
|
|
2022
Q3 | $51K | Buy |
487
+34
| +8% | +$3.73K | 0.01% | 363 |
|
|
2022
Q2 | $48K | Sell |
453
-109
| -19% | -$12.9K | 0.01% | 380 |
|
|
2022
Q1 | $72K | Sell |
562
-17
| -3% | -$2.05K | 0.01% | 318 |
|
|
2021
Q4 | $71K | Buy |
579
+5
| +0.9% | +$654 | 0.01% | 329 |
|
|
2021
Q3 | $82K | Sell |
574
-253
| -31% | -$37.2K | 0.01% | 325 |
|
|
2021
Q2 | $129K | Sell |
827
-11
| -1% | -$1.78K | 0.02% | 241 |
|
|
2021
Q1 | $130K | Sell |
838
-237
| -22% | -$36.7K | 0.06% | 206 |
|
|
2020
Q4 | $161K | Sell |
1,075
-2,531
| -70% | -$357K | 0.07% | 180 |
|
|
2020
Q3 | $477K | Hold |
3,606
| – | – | 0.19% | 86 |
|
|
2020
Q2 | $418K | Hold |
3,606
| – | – | 0.18% | 91 |
|
|
2020
Q1 | $354K | Sell |
3,606
-268
| -7% | -$35.1K | 0.17% | 95 |
|
|
2019
Q4 | $563K | Hold |
3,874
| – | – | 0.22% | 79 |
|
|
2019
Q3 | $516K | Hold |
3,874
| – | – | 0.23% | 77 |
|
|
2019
Q2 | $443K | Sell |
3,874
-89
| -2% | -$10.4K | 0.2% | 93 |
|
|
2019
Q1 | $491K | Hold |
3,963
| – | – | 0.22% | 86 |
|
|
2018
Q4 | $399K | Hold |
3,963
| – | – | 0.19% | 95 |
|
|
2018
Q3 | $506K | Sell |
3,963
-202
| -5% | -$24K | 0.21% | 86 |
|
|
2018
Q2 | $451K | Hold |
4,165
| – | – | 0.2% | 89 |
|
|
2018
Q1 | $441K | Sell |
4,165
-16
| -0.4% | -$1.86K | 0.2% | 88 |
|
|
2017
Q4 | $490K | Hold |
4,181
| – | – | 0.22% | 86 |
|
|
2017
Q3 | $475K | Hold |
4,181
| – | – | 0.23% | 78 |
|
|
2017
Q2 | $521K | Sell |
4,181
-80
| -2% | -$9.48K | 0.27% | 73 |
|
|
2017
Q1 | $505K | Hold |
4,261
| – | – | 0.26% | 72 |
|
|
2016
Q4 | $427K | Hold |
4,261
| – | – | 0.22% | 78 |
|
|
2016
Q3 | $538K | Hold |
4,261
| – | – | 0.29% | 71 |
|
|
2016
Q2 | $498K | Sell |
4,261
-198
| -4% | -$22.4K | 0.28% | 72 |
|
|
2016
Q1 | $462K | Sell |
4,459
-144
| -3% | -$13.9K | 0.26% | 75 |
|
|
2015
Q4 | $458K | Buy |
4,603
+39
| +0.9% | +$3.82K | 0.26% | 77 |
|
|
2015
Q3 | $416K | Sell |
4,564
-103
| -2% | -$10.3K | 0.25% | 77 |
|
|
2015
Q2 | $495K | Sell |
4,667
-214
| -4% | -$23.7K | 0.28% | 71 |
|
|
2015
Q1 | $557K | Sell |
4,881
-137
| -3% | -$15.6K | 0.35% | 63 |
|
|
2014
Q4 | $553K | Sell |
5,018
-39
| -0.8% | -$4.11K | 0.34% | 64 |
|
|
2014
Q3 | $494K | Hold |
5,057
| – | – | 0.31% | 67 |
|
|
2014
Q2 | $510K | Hold |
5,057
| – | – | 0.31% | 65 |
|
|
2014
Q1 | $464K | Hold |
5,057
| – | – | 0.3% | 66 |
|
|
2013
Q4 | $458K | Hold |
5,057
| – | – | 0.29% | 68 |
|
|
2013
Q3 | $403K | Hold |
5,057
| – | – | 0.31% | 64 |
|
|
2013
Q2 | $368K | Buy |
+5,057
| New | +$378K | 0.28% | 67 |
|
Other funds holding ZBH
TCI Wealth Advisors's ZBH Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q2 2023, closing a stake of 478 shares — an estimated $61.8K sold.
TCI Wealth Advisors first reported a position in ZBH in Q2 2013 and held it in 40 quarters. The position peaked at $563K in Q4 2019. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q2 2023.
- TCI Wealth Advisors reported no remaining Zimmer Biomet position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 478 Zimmer Biomet shares in Q2 2023, an estimated $61.8K.
- TCI Wealth Advisors first reported a position in Zimmer Biomet in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's Zimmer Biomet position peaked at $563K in Q4 2019.
- 1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.