Wealthstreet Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Wealthstreet Investment Advisors’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	-4,831	Closed	-$751K	–	337
2021 Q1	$751K	Hold	4,831	–	–	0.07%	203
2020 Q4	$723K	Hold	4,831	–	–	0.07%	199
2020 Q3	$638K	Hold	4,831	–	–	0.07%	194
2020 Q2	$560K	Hold	4,831	–	–	0.07%	199
2020 Q1	$474K	Sell	4,831 -618	-11%	-$81K	0.07%	201
2019 Q4	$792K	Hold	5,449	–	–	0.09%	178
2019 Q3	$731K	Hold	5,449	–	–	0.09%	175
2019 Q2	$623K	Hold	5,449	–	–	0.08%	195
2019 Q1	$676K	Hold	5,449	–	–	0.09%	187
2018 Q4	$560K	Sell	5,449 -1,442	-21%	-$162K	0.08%	196
2018 Q3	$880K	Hold	6,891	–	–	0.11%	170
2018 Q2	$746K	Hold	6,891	–	–	0.1%	184
2018 Q1	$729K	Hold	6,891	–	–	0.09%	189
2017 Q4	$807K	Buy	+6,891	New	+$779K	0.1%	179

Other funds holding ZBH

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealthstreet Investment Advisors's ZBH Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Zimmer Biomet (ZBH) in Q2 2021, closing a stake of 4,831 shares — an estimated $751K sold.

Wealthstreet Investment Advisors first reported a position in ZBH in Q4 2017 and held it in 14 quarters. The position peaked at $880K in Q3 2018. 1,018 funds tracked by Wall St. Rank hold ZBH as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Zimmer Biomet position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 4,831 Zimmer Biomet shares in Q2 2021, an estimated $751K.
Wealthstreet Investment Advisors first reported a position in Zimmer Biomet in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Zimmer Biomet position peaked at $880K in Q3 2018.
1,018 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.