WealthPLAN Partners’s ZimVie ZIMV Stock Holding History

WealthPLAN Partners’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	-727	Closed	-$8.16K	–	1215
2023 Q2	$8.16K	Buy	+727	New	+$7.06K	﹤0.01%	829

Other funds holding ZIMV

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KLC

Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's ZIMV Position: Q3 2023 in Review

WealthPLAN Partners sold out of ZimVie (ZIMV) in Q3 2023, closing a stake of 727 shares — an estimated $8.16K sold.

WealthPLAN Partners first reported a position in ZIMV in Q2 2023 and held it in 1 quarter. The position peaked at $8.16K in Q2 2023. 276 funds tracked by Wall St. Rank hold ZIMV as of Q3 2023.

WealthPLAN Partners reported no remaining ZimVie position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 727 ZimVie shares in Q3 2023, an estimated $8.16K.
WealthPLAN Partners first reported a position in ZimVie in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's ZimVie position peaked at $8.16K in Q2 2023.
276 funds tracked by Wall St. Rank held ZimVie as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.