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Wealthcare Advisory Partners’s ZTO Express ZTO Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-200
Closed -$6K – 1924
2021
Q1 		$6K Buy
+200
New +$6.53K ﹤0.01% 1612
2020
Q2 		– Sell
-150
Closed -$4K – 1407
2020
Q1 		$4K Hold
150
– – ﹤0.01% 1189
2019
Q4 		$4K Hold
150
– – ﹤0.01% 1172
2019
Q3 		$3K Buy
+150
New +$3.02K ﹤0.01% 1177

Other funds holding ZTO

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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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return

Wealthcare Advisory Partners's ZTO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of ZTO Express (ZTO) in Q2 2021, closing a stake of 200 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in ZTO in Q3 2019 and held it in 4 quarters. The position peaked at $6K in Q1 2021. 229 funds tracked by Wall St. Rank hold ZTO as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining ZTO Express position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 200 ZTO Express shares in Q2 2021, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in ZTO Express in Q3 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's ZTO Express position peaked at $6K in Q1 2021.
  • 229 funds tracked by Wall St. Rank held ZTO Express as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.