Wealth Enhancement Advisory Services
ZIM icon

Wealth Enhancement Advisory Services’s ZIM Integrated Shipping Services ZIM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ZIM Stock Details ZIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,912
Closed -$118K – 2585
2023
Q4 		$118K Sell
11,912
-8,658
-42% -$72.8K ﹤0.01% 2157
2023
Q3 		$215K Buy
+20,570
New +$262K ﹤0.01% 1960

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YLHM
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Goldman Sachs
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Wealth Enhancement Advisory Services's ZIM Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2024, closing a stake of 11,912 shares — an estimated $118K sold.

Wealth Enhancement Advisory Services first reported a position in ZIM in Q3 2023 and held it in 2 quarters. The position peaked at $215K in Q3 2023. 192 funds tracked by Wall St. Rank hold ZIM as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining ZIM Integrated Shipping Services position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,912 ZIM Integrated Shipping Services shares in Q1 2024, an estimated $118K.
  • Wealth Enhancement Advisory Services first reported a position in ZIM Integrated Shipping Services in Q3 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's ZIM Integrated Shipping Services position peaked at $215K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.