Wealthcare Capital Management’s Zimmer Biomet ZBH Stock Holding History

Wealthcare Capital Management’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 Q2	–	Sell	-34	Closed	-$5K	–	695
2021 Q1	$5K	Buy	+34	New	+$5.27K	﹤0.01%	398
2020 Q1	–	Sell	-16	Closed	-$2K	–	665
2019 Q4	$2K	Buy	+16	New	+$2.21K	﹤0.01%	595
2016 Q4	–	Sell	-3	Closed	–	–	218
2016 Q3	$0	Hold	3	–	–	﹤0.01%	209
2016 Q2	$0	Hold	3	–	–	﹤0.01%	220
2016 Q1	$0	Hold	3	–	–	﹤0.01%	238
2015 Q4	$0	Sell	3 -103	-97%	-$10.1K	﹤0.01%	263
2015 Q3	$10K	Hold	106	–	–	﹤0.01%	157
2015 Q2	$11K	Sell	106 -19	-15%	-$2.1K	﹤0.01%	199
2015 Q1	$14K	Buy	125 +19	+18%	+$2.17K	﹤0.01%	459
2014 Q4	$12K	Hold	106	–	–	﹤0.01%	127
2014 Q3	$10K	Hold	106	–	–	﹤0.01%	156
2014 Q2	$11K	Hold	106	–	–	﹤0.01%	128
2014 Q1	$10K	Hold	106	–	–	﹤0.01%	127
2013 Q4	$10K	Hold	106	–	–	﹤0.01%	82
2013 Q3	$8K	Hold	106	–	–	﹤0.01%	82
2013 Q2	$8K	Buy	+106	New	+$7.93K	﹤0.01%	86

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthcare Capital Management's ZBH Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Zimmer Biomet (ZBH) in Q2 2021, closing a stake of 34 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in ZBH in Q2 2013 and held it in 16 quarters. The position peaked at $14K in Q1 2015. 1,018 funds tracked by Wall St. Rank hold ZBH as of Q2 2021.

Wealthcare Capital Management reported no remaining Zimmer Biomet position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 34 Zimmer Biomet shares in Q2 2021, an estimated $5K.
Wealthcare Capital Management first reported a position in Zimmer Biomet in Q2 2013 and held it in 16 quarters.
Wealthcare Capital Management's Zimmer Biomet position peaked at $14K in Q1 2015.
1,018 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.