WIM
ZIMV

WealthPlan Investment Management’s ZimVie ZIMV Stock Holding History

WealthPlan Investment Management’s Portfolio ZIMV Stock Details ZIMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-180
Closed -$2.02K – 368
2023
Q2 		$2.02K Hold
180
– – ﹤0.01% 318
2023
Q1 		$1.3K Buy
+180
New +$1.53K ﹤0.01% 402

Other funds holding ZIMV

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthPlan Investment Management's ZIMV Position: Q3 2023 in Review

WealthPlan Investment Management sold out of ZimVie (ZIMV) in Q3 2023, closing a stake of 180 shares — an estimated $2.02K sold.

WealthPlan Investment Management first reported a position in ZIMV in Q1 2023 and held it in 2 quarters. The position peaked at $2.02K in Q2 2023. 276 funds tracked by Wall St. Rank hold ZIMV as of Q3 2023.

  • WealthPlan Investment Management reported no remaining ZimVie position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 180 ZimVie shares in Q3 2023, an estimated $2.02K.
  • WealthPlan Investment Management first reported a position in ZimVie in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's ZimVie position peaked at $2.02K in Q2 2023.
  • 276 funds tracked by Wall St. Rank held ZimVie as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.