AG
ZS icon

Advisor Group’s Zscaler ZS Stock Holding History

Advisor Group’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$245K Buy
5,286
+76
+1% +$3.53K ﹤0.01% 2227
2019
Q3 		$246K Sell
5,210
-28,066
-84% -$2.02M ﹤0.01% 2161
2019
Q2 		$2.55M Buy
33,276
+6,120
+23% +$436K 0.02% 653
2019
Q1 		$1.93M Buy
27,156
+5,391
+25% +$286K 0.02% 739
2018
Q4 		$854K Buy
+21,765
New +$822K 0.01% 1036

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Group's ZS Position: Q4 2019 in Review

Advisor Group increased its Zscaler (ZS) stake by 1.5% in Q4 2019, buying an estimated $3.53K and bringing the position to 5,286 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Advisor Group first reported a position in ZS in Q4 2018 and has held it in 5 quarters since. The position peaked at $2.55M in Q2 2019. 253 funds tracked by Wall St. Rank hold ZS as of Q4 2019.

  • Advisor Group held 5,286 shares of Zscaler worth $245K as of Q4 2019.
  • Advisor Group bought 76 Zscaler shares in Q4 2019, an estimated $3.53K.
  • Zscaler made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2227 holding.
  • Advisor Group first reported a position in Zscaler in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's Zscaler position peaked at $2.55M in Q2 2019.
  • 253 funds tracked by Wall St. Rank held Zscaler as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.