TRUE Private Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-218	Closed	-$32K	–	721
2020 Q4	$32K	Hold	218	–	–	0.01%	401
2020 Q3	$28K	Hold	218	–	–	﹤0.01%	394
2020 Q2	$25K	Hold	218	–	–	﹤0.01%	395
2020 Q1	$21K	Sell	218 -14	-6%	-$1.83K	﹤0.01%	380
2019 Q4	$33K	Buy	+232	New	+$32K	0.01%	419
2019 Q3	–	Sell	-232	Closed	-$26K	–	738
2019 Q2	$26K	Buy	+232	New	+$27.2K	﹤0.01%	424
2018 Q4	–	Sell	-318	Closed	-$40.7K	–	941
2018 Q3	$40.7K	Buy	+318	New	+$37.8K	0.01%	487

Other funds holding ZBH

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TRUE Private Wealth Advisors's ZBH Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q1 2021, closing a stake of 218 shares — an estimated $32K sold.

TRUE Private Wealth Advisors first reported a position in ZBH in Q3 2018 and held it in 7 quarters. The position peaked at $40.7K in Q3 2018. 1,029 funds tracked by Wall St. Rank hold ZBH as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Zimmer Biomet position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 218 Zimmer Biomet shares in Q1 2021, an estimated $32K.
TRUE Private Wealth Advisors first reported a position in Zimmer Biomet in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Zimmer Biomet position peaked at $40.7K in Q3 2018.
1,029 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.