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VisionPoint Advisory Group’s Zimmer Biomet ZBH Stock Holding History

VisionPoint Advisory Group’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
-106
Closed -$11.5K – 803
2024
Q2 		$11.5K Hold
106
– – ﹤0.01% 478
2024
Q1 		$14K Buy
106
+3
+3% +$375 0.01% 424
2023
Q4 		$12.5K Sell
103
-103
-50% -$11.5K ﹤0.01% 398
2023
Q3 		$23.2K Buy
206
+103
+100% +$13.1K 0.01% 353
2023
Q2 		$15K Buy
+103
New +$14K 0.01% 343

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

VisionPoint Advisory Group's ZBH Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Zimmer Biomet (ZBH) in Q3 2024, closing a stake of 106 shares — an estimated $11.5K sold.

VisionPoint Advisory Group first reported a position in ZBH in Q2 2023 and held it in 5 quarters. The position peaked at $23.2K in Q3 2023. 981 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Zimmer Biomet position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 106 Zimmer Biomet shares in Q3 2024, an estimated $11.5K.
  • VisionPoint Advisory Group first reported a position in Zimmer Biomet in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Zimmer Biomet position peaked at $23.2K in Q3 2023.
  • 981 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.