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Wealthspire Advisors (Maryland)’s Zimmer Biomet ZBH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-872
Closed -$108K – 2098
2019
Q1 		$108K Sell
872
-46
-5% -$5.23K 0.01% 616
2018
Q4 		$92K Sell
918
-16
-2% -$1.8K 0.01% 636
2018
Q3 		$119K Hold
934
– – 0.01% 617
2018
Q2 		$101K Sell
934
-148
-14% -$16.1K 0.01% 704
2018
Q1 		$115K Sell
1,082
-67
-6% -$7.78K 0.01% 658
2017
Q4 		$135K Buy
1,149
+253
+28% +$28.6K 0.01% 608
2017
Q3 		$102K Buy
896
+44
+5% +$5.08K 0.01% 700
2017
Q2 		$106K Buy
852
+172
+25% +$20.4K 0.01% 679
2017
Q1 		$81K Buy
680
+46
+7% +$5.21K 0.01% 665
2016
Q4 		$64K Buy
634
+82
+15% +$8.79K 0.01% 712
2016
Q3 		$70K Buy
552
+8
+1% +$988 0.01% 685
2016
Q2 		$64K Buy
544
+88
+19% +$9.96K 0.01% 667
2016
Q1 		$47K Sell
456
-25
-5% -$2.42K 0.01% 722
2015
Q4 		$48K Buy
+481
New +$47.1K 0.01% 727

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ZBH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Zimmer Biomet (ZBH) in Q2 2019, closing a stake of 872 shares — an estimated $108K sold.

Wealthspire Advisors (Maryland) first reported a position in ZBH in Q4 2015 and held it in 14 quarters. The position peaked at $135K in Q4 2017. 883 funds tracked by Wall St. Rank hold ZBH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Zimmer Biomet position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 872 Zimmer Biomet shares in Q2 2019, an estimated $108K.
  • Wealthspire Advisors (Maryland) first reported a position in Zimmer Biomet in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Zimmer Biomet position peaked at $135K in Q4 2017.
  • 883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.