LWM
ZEPP

Liberty Wealth Management’s Zepp Health ZEPP Stock Holding History

Liberty Wealth Management’s Portfolio ZEPP Stock Details ZEPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-50
Closed -$3K – 1087
2020
Q3 		$3K Hold
50
– – ﹤0.01% 731
2020
Q2 		$2K Buy
50
+7
+16% +$323 ﹤0.01% 757
2020
Q1 		$2K Buy
43
+23
+115% +$1.25K ﹤0.01% 755
2019
Q4 		$1K Buy
+20
New +$839 ﹤0.01% 878

Other funds holding ZEPP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Liberty Wealth Management's ZEPP Position: Q4 2020 in Review

Liberty Wealth Management sold out of Zepp Health (ZEPP) in Q4 2020, closing a stake of 50 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in ZEPP in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2020. 56 funds tracked by Wall St. Rank hold ZEPP as of Q4 2020.

  • Liberty Wealth Management reported no remaining Zepp Health position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 50 Zepp Health shares in Q4 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in Zepp Health in Q4 2019 and held it in 4 quarters.
  • Liberty Wealth Management's Zepp Health position peaked at $3K in Q3 2020.
  • 56 funds tracked by Wall St. Rank held Zepp Health as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.