Patriot Financial Group Insurance Agency’s Zepp Health ZEPP Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-185	Closed	-$1K	–	1990
2022 Q2	$1K	Hold	185	–	–	﹤0.01%	1971
2022 Q1	$2K	Buy	+185	New	+$2.99K	﹤0.01%	1894
2021 Q4	–	Sell	-32	Closed	-$1K	–	2277
2021 Q3	$1K	Sell	32 -65	-67%	-$2.68K	﹤0.01%	2105
2021 Q2	$5K	Sell	97 -12	-11%	-$500	﹤0.01%	1677
2021 Q1	$5K	Buy	109 +65	+148%	+$3.78K	﹤0.01%	1585
2020 Q4	$2K	Buy	+44	New	+$2.2K	﹤0.01%	1686

Other funds holding ZEPP

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DCM

DGS Capital Management Jersey City, New Jersey $609M AUM 44.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ZEPP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Zepp Health (ZEPP) in Q3 2022, closing a stake of 185 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in ZEPP in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q2 2021. 33 funds tracked by Wall St. Rank hold ZEPP as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Zepp Health position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 185 Zepp Health shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Zepp Health in Q4 2020 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Zepp Health position peaked at $5K in Q2 2021.
33 funds tracked by Wall St. Rank held Zepp Health as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.