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Regent Peak Wealth Advisors’s ZTO Express ZTO Stock Holding History

Regent Peak 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
Q1 		– Sell
-20
Closed -$1K – 1041
2020
Q4 		$1K Buy
+20
New +$587 ﹤0.01% 1018

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 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
PCM
Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return

Regent Peak Wealth Advisors's ZTO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of ZTO Express (ZTO) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in ZTO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 230 funds tracked by Wall St. Rank hold ZTO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining ZTO Express position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 20 ZTO Express shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in ZTO Express in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's ZTO Express position peaked at $1K in Q4 2020.
  • 230 funds tracked by Wall St. Rank held ZTO Express as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.