TFA
ZEPP

Toth Financial Advisory’s Zepp Health ZEPP Stock Holding History

Toth Financial Advisory’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
2021
Q2 		– Sell
-25
Closed -$1K – 750
2021
Q1 		$1K Hold
25
– – ﹤0.01% 658
2020
Q4 		$1K Hold
25
– – ﹤0.01% 585
2020
Q3 		$1K Hold
25
– – ﹤0.01% 536
2020
Q2 		$1K Hold
25
– – ﹤0.01% 528
2020
Q1 		$1K Buy
+25
New +$1.35K ﹤0.01% 440

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
FC
Franchise Capital Grand Cayman, Cayman Islands $230M AUM 49.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Toth Financial Advisory's ZEPP Position: Q2 2021 in Review

Toth Financial Advisory sold out of Zepp Health (ZEPP) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in ZEPP in Q1 2020 and held it in 5 quarters. The position peaked at $1K in Q1 2021. 53 funds tracked by Wall St. Rank hold ZEPP as of Q2 2021.

  • Toth Financial Advisory reported no remaining Zepp Health position as of Q2 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 25 Zepp Health shares in Q2 2021, an estimated $1K.
  • Toth Financial Advisory first reported a position in Zepp Health in Q1 2020 and held it in 5 quarters.
  • Toth Financial Advisory's Zepp Health position peaked at $1K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held Zepp Health as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.