WP
ZTEK

WealthPLAN Partners’s Zentek ZTEK Stock Holding History

WealthPLAN Partners’s Portfolio ZTEK Stock Details ZTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-600
Closed -$918 – 1405
2023
Q1 		$918 Buy
+600
New +$919 ﹤0.01% 1208

Other funds holding ZTEK

SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
KJHP
K.J. Harrison & Partners Toronto, Ontario, Canada $706M AUM 48.92% 1-Year Est. Return

WealthPLAN Partners's ZTEK Position: Q2 2023 in Review

WealthPLAN Partners sold out of Zentek (ZTEK) in Q2 2023, closing a stake of 600 shares — an estimated $918 sold.

WealthPLAN Partners first reported a position in ZTEK in Q1 2023 and held it in 1 quarter. The position peaked at $918 in Q1 2023. 14 funds tracked by Wall St. Rank hold ZTEK as of Q2 2023.

  • WealthPLAN Partners reported no remaining Zentek position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 600 Zentek shares in Q2 2023, an estimated $918.
  • WealthPLAN Partners first reported a position in Zentek in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Zentek position peaked at $918 in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Zentek as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.