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

Other funds holding ZLAB

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

WealthPLAN Partners's ZLAB Position: Q1 2023 in Review

WealthPLAN Partners sold out of Zai Lab (ZLAB) in Q1 2023, closing a stake of 39,393 shares — an estimated $1.5M sold.

WealthPLAN Partners first reported a position in ZLAB in Q4 2018 and held it in 15 quarters. The position peaked at $7.41M in Q1 2020. 161 funds tracked by Wall St. Rank hold ZLAB as of Q1 2023.

WealthPLAN Partners reported no remaining Zai Lab position as of Q1 2023 after selling out during the quarter.
WealthPLAN Partners sold 39,393 Zai Lab shares in Q1 2023, an estimated $1.5M.
WealthPLAN Partners first reported a position in Zai Lab in Q4 2018 and held it in 15 quarters.
WealthPLAN Partners's Zai Lab position peaked at $7.41M in Q1 2020.
161 funds tracked by Wall St. Rank held Zai Lab as of Q1 2023.

Based on WealthPLAN Partners's 13F filing for Q1 2023, filed 10 May 2023.