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WealthPLAN Partners’s Zai Lab ZLAB Stock Holding History

WealthPLAN Partners’s Portfolio ZLAB Stock Details ZLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-39,393
Closed -$1.5M – 1333
2022
Q4 		$1.5M Buy
+39,393
New +$1.24M 0.1% 142
2022
Q1 		$1.58M Hold
39,543
– – 0.11% 131
2021
Q4 		$1.96M Hold
39,543
– – 0.13% 122
2021
Q3 		$2.79M Buy
39,543
+150
+0.4% +$21.5K 0.19% 100
2021
Q2 		$5.81M Hold
39,393
– – 0.41% 68
2021
Q1 		$6.15M Hold
39,393
– – 0.48% 64
2020
Q4 		$7.02M Hold
39,393
– – 0.6% 59
2020
Q3 		$3.9M Hold
39,393
– – 0.38% 73
2020
Q2 		$3.2M Sell
39,393
-75,500
-66% -$5.11M 0.33% 75
2020
Q1 		$7.41M Sell
114,893
-6,000
-5% -$313K 0.96% 26
2019
Q4 		$7.22M Sell
120,893
-34,000
-22% -$1.26M 0.85% 33
2019
Q3 		$5.99M Hold
154,893
– – 0.82% 38
2019
Q2 		$5.06M Sell
154,893
-12,280
-7% -$362K 0.76% 38
2019
Q1 		$4.75M Sell
167,173
-4,806
-3% -$132K 0.74% 42
2018
Q4 		$4.82M Buy
+171,979
New +$3.19M 0.78% 37

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Viking Global Investors
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SCM
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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return