Wingate Wealth Advisors’s ZimVie ZIMV Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-10	Closed	-$140	–	473
2024 Q4	$140	Buy	+10	New	+$144	﹤0.01%	469

Other funds holding ZIMV

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Wingate Wealth Advisors's ZIMV Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of ZimVie (ZIMV) in Q1 2025, closing a stake of 10 shares — an estimated $140 sold.

Wingate Wealth Advisors first reported a position in ZIMV in Q4 2024 and held it in 1 quarter. The position peaked at $140 in Q4 2024. 259 funds tracked by Wall St. Rank hold ZIMV as of Q1 2025.

Wingate Wealth Advisors reported no remaining ZimVie position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 10 ZimVie shares in Q1 2025, an estimated $140.
Wingate Wealth Advisors first reported a position in ZimVie in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's ZimVie position peaked at $140 in Q4 2024.
259 funds tracked by Wall St. Rank held ZimVie as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.