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Accurate Wealth Management’s ZTO Express ZTO Stock Holding History

Accurate Wealth Management’s Portfolio ZTO Stock Details ZTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16
Closed -$451 – 1515
2022
Q4 		$451 Buy
+16
New +$368 ﹤0.01% 1493

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
GCCM
Green Court Capital Management Hong Kong $117M AUM 33.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Accurate Wealth Management's ZTO Position: Q1 2023 in Review

Accurate Wealth Management sold out of ZTO Express (ZTO) in Q1 2023, closing a stake of 16 shares — an estimated $451 sold.

Accurate Wealth Management first reported a position in ZTO in Q4 2022 and held it in 1 quarter. The position peaked at $451 in Q4 2022. 251 funds tracked by Wall St. Rank hold ZTO as of Q1 2023.

  • Accurate Wealth Management reported no remaining ZTO Express position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 16 ZTO Express shares in Q1 2023, an estimated $451.
  • Accurate Wealth Management first reported a position in ZTO Express in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's ZTO Express position peaked at $451 in Q4 2022.
  • 251 funds tracked by Wall St. Rank held ZTO Express as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.