Triad Wealth Partners’s ZimVie ZIMV Stock Holding History

Triad Wealth Partners’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
2024 Q3	–	Sell	-9	Closed	-$164	–	978
2024 Q2	$164	Buy	+9	New	+$147	﹤0.01%	943

Other funds holding ZIMV

CCM

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

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

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

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

Triad Wealth Partners sold out of ZimVie (ZIMV) in Q3 2024, closing a stake of 9 shares — an estimated $164 sold.

Triad Wealth Partners first reported a position in ZIMV in Q2 2024 and held it in 1 quarter. The position peaked at $164 in Q2 2024. 278 funds tracked by Wall St. Rank hold ZIMV as of Q3 2024.

Triad Wealth Partners reported no remaining ZimVie position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 9 ZimVie shares in Q3 2024, an estimated $164.
Triad Wealth Partners first reported a position in ZimVie in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's ZimVie position peaked at $164 in Q2 2024.
278 funds tracked by Wall St. Rank held ZimVie as of Q3 2024.

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