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WR Wealth Planners’s Zimmer Biomet ZBH Stock Holding History

WR Wealth Planners’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
2024
Q4 		$10.6K Hold
100
– – ﹤0.01% 582
2024
Q3 		$10.8K Sell
100
-6
-6% -$655 ﹤0.01% 615
2024
Q2 		$11.5K Sell
106
-10
-9% -$1.18K ﹤0.01% 565
2024
Q1 		$15.3K Buy
+116
New +$14.5K ﹤0.01% 507
2023
Q4 		– Sell
-100
Closed -$11.2K – 886
2023
Q3 		$11.2K Hold
100
– – ﹤0.01% 529
2023
Q2 		$14.6K Buy
+100
New +$13.6K 0.01% 483

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

WR Wealth Planners's ZBH Position: Q4 2024 in Review

WR Wealth Planners held its Zimmer Biomet (ZBH) position steady in Q4 2024 at 100 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

WR Wealth Planners first reported a position in ZBH in Q2 2023 and has held it in 6 quarters since. The position peaked at $15.3K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • WR Wealth Planners held 100 shares of Zimmer Biomet worth $10.6K as of Q4 2024.
  • WR Wealth Planners left its Zimmer Biomet share count unchanged in Q4 2024.
  • Zimmer Biomet made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #582 holding.
  • WR Wealth Planners first reported a position in Zimmer Biomet in Q2 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Zimmer Biomet position peaked at $15.3K in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.