Triad Wealth Partners’s Zimmer Biomet ZBH Stock Holding History

Triad 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 Q3	–	Sell	-130	Closed	-$14.1K	–	977
2024 Q2	$14.1K	Buy	+130	New	+$15.3K	0.01%	404

Other funds holding ZBH

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Triad Wealth Partners's ZBH Position: Q3 2024 in Review

Triad Wealth Partners sold out of Zimmer Biomet (ZBH) in Q3 2024, closing a stake of 130 shares — an estimated $14.1K sold.

Triad Wealth Partners first reported a position in ZBH in Q2 2024 and held it in 1 quarter. The position peaked at $14.1K in Q2 2024. 981 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

Triad Wealth Partners reported no remaining Zimmer Biomet position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 130 Zimmer Biomet shares in Q3 2024, an estimated $14.1K.
Triad Wealth Partners first reported a position in Zimmer Biomet in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Zimmer Biomet position peaked at $14.1K in Q2 2024.
981 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.