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TFO Wealth Partners’s Zimmer Biomet ZBH Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$132 – 773
2024
Q1 		$132 Hold
1
– – ﹤0.01% 589
2023
Q4 		$122 Sell
1
-5
-83% -$558 ﹤0.01% 765
2023
Q3 		$874 Buy
6
+5
+500% +$635 ﹤0.01% 315
2023
Q2 		$146 Hold
1
– – ﹤0.01% 586
2023
Q1 		$129 Sell
1
-1
-50% -$126 ﹤0.01% 590
2022
Q4 		$256 Buy
+2
New +$232 ﹤0.01% 593
2021
Q3 		– Sell
-57
Closed -$9K – 192
2021
Q2 		$9K Buy
+57
New +$9.23K ﹤0.01% 71

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

TFO Wealth Partners's ZBH Position: Q2 2024 in Review

TFO Wealth Partners sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 1 share — an estimated $132 sold.

TFO Wealth Partners first reported a position in ZBH in Q2 2021 and held it in 7 quarters. The position peaked at $9K in Q2 2021. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

  • TFO Wealth Partners reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Zimmer Biomet share in Q2 2024, an estimated $132.
  • TFO Wealth Partners first reported a position in Zimmer Biomet in Q2 2021 and held it in 7 quarters.
  • TFO Wealth Partners's Zimmer Biomet position peaked at $9K in Q2 2021.
  • 1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.