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B. Riley Wealth Advisors’s ZTO Express ZTO Stock Holding History

B. Riley 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
2020
Q4 		– Sell
-14,978
Closed -$499K – 1099
2020
Q3 		$499K Buy
14,978
+2,518
+20% +$85.9K 0.03% 533
2020
Q2 		$458K Sell
12,460
-2,192
-15% -$69.9K 0.03% 489
2020
Q1 		$388K Buy
+14,652
New +$355K 0.03% 465
2019
Q2 		– Sell
-10,351
Closed -$190K – 840
2019
Q1 		$190K Buy
+10,351
New +$190K 0.02% 665

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

B. Riley Wealth Advisors's ZTO Position: Q4 2020 in Review

B. Riley Wealth Advisors sold out of ZTO Express (ZTO) in Q4 2020, closing a stake of 14,978 shares — an estimated $499K sold.

B. Riley Wealth Advisors first reported a position in ZTO in Q1 2019 and held it in 4 quarters. The position peaked at $499K in Q3 2020. 237 funds tracked by Wall St. Rank hold ZTO as of Q4 2020.

  • B. Riley Wealth Advisors reported no remaining ZTO Express position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,978 ZTO Express shares in Q4 2020, an estimated $499K.
  • B. Riley Wealth Advisors first reported a position in ZTO Express in Q1 2019 and held it in 4 quarters.
  • B. Riley Wealth Advisors's ZTO Express position peaked at $499K in Q3 2020.
  • 237 funds tracked by Wall St. Rank held ZTO Express as of Q4 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.