Valued Wealth Advisors’s ZTO Express ZTO Stock Holding History

Valued 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
2024 Q1	–	Sell	-94	Closed	-$2.27K	–	625
2023 Q4	$2.27K	Buy	+94	New	+$2.13K	﹤0.01%	289

Other funds holding ZTO

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valued Wealth Advisors's ZTO Position: Q1 2024 in Review

Valued Wealth Advisors sold out of ZTO Express (ZTO) in Q1 2024, closing a stake of 94 shares — an estimated $2.27K sold.

Valued Wealth Advisors first reported a position in ZTO in Q4 2023 and held it in 1 quarter. The position peaked at $2.27K in Q4 2023. 228 funds tracked by Wall St. Rank hold ZTO as of Q1 2024.

Valued Wealth Advisors reported no remaining ZTO Express position as of Q1 2024 after selling out during the quarter.
Valued Wealth Advisors sold 94 ZTO Express shares in Q1 2024, an estimated $2.27K.
Valued Wealth Advisors first reported a position in ZTO Express in Q4 2023 and held it in 1 quarter.
Valued Wealth Advisors's ZTO Express position peaked at $2.27K in Q4 2023.
228 funds tracked by Wall St. Rank held ZTO Express as of Q1 2024.

Based on Valued Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.