U.S. Capital Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-600	Closed	-$76.5K	–	1556
2022 Q4	$76.5K	Sell	600 -14,034	-96%	-$1.63M	﹤0.01%	779
2022 Q3	$1.53M	Sell	14,634 -4,506	-24%	-$494K	0.08%	245
2022 Q2	$2.01M	Sell	19,140 -612	-3%	-$72.6K	0.09%	215
2022 Q1	$2.53M	Buy	19,752 +3,378	+21%	+$407K	0.09%	203
2021 Q4	$2.02M	Buy	16,374 +12,074	+281%	+$1.58M	0.08%	255
2021 Q3	$611K	Buy	+4,300	New	+$633K	0.03%	475

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's ZBH Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q1 2023, closing a stake of 600 shares — an estimated $76.5K sold.

U.S. Capital Wealth Advisors first reported a position in ZBH in Q3 2021 and held it in 6 quarters. The position peaked at $2.53M in Q1 2022. 993 funds tracked by Wall St. Rank hold ZBH as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Zimmer Biomet position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 600 Zimmer Biomet shares in Q1 2023, an estimated $76.5K.
U.S. Capital Wealth Advisors first reported a position in Zimmer Biomet in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Zimmer Biomet position peaked at $2.53M in Q1 2022.
993 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.