AWA
ZTO icon

Arkadios Wealth Advisors’s ZTO Express ZTO Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-2,012
Closed -$61K – 1826
2021
Q3 		$61K Buy
2,012
+1,069
+113% +$30.7K 0.01% 817
2021
Q2 		$28K Buy
943
+647
+219% +$20K ﹤0.01% 1150
2021
Q1 		$8K Buy
+296
New +$9.66K ﹤0.01% 1263

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Serenity Capital Palo Alto, California $167M AUM
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Arkadios Wealth Advisors's ZTO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of ZTO Express (ZTO) in Q4 2021, closing a stake of 2,012 shares — an estimated $61K sold.

Arkadios Wealth Advisors first reported a position in ZTO in Q1 2021 and held it in 3 quarters. The position peaked at $61K in Q3 2021. 248 funds tracked by Wall St. Rank hold ZTO as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining ZTO Express position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,012 ZTO Express shares in Q4 2021, an estimated $61K.
  • Arkadios Wealth Advisors first reported a position in ZTO Express in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's ZTO Express position peaked at $61K in Q3 2021.
  • 248 funds tracked by Wall St. Rank held ZTO Express as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.