B. Riley Wealth Management’s Zscaler ZS Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$217	Sell	1,454 -507	-26%	-$89.7K	﹤0.01%	638
2022 Q1	$473K	Buy	1,961 +248	+14%	+$60.9K	0.04%	337
2021 Q4	$550K	Buy	1,713 +47	+3%	+$14.8K	0.04%	324
2021 Q3	$437K	Buy	1,666 +546	+49%	+$137K	0.03%	371
2021 Q2	$242K	Sell	1,120 -130	-10%	-$24.7K	0.03%	348
2021 Q1	$215K	Buy	+1,250	New	+$248K	0.03%	357
2020 Q4	–	Sell	-1,525	Closed	-$215K	–	476
2020 Q3	$215K	Buy	+1,525	New	+$198K	0.03%	350
2019 Q4	–	Sell	-5,440	Closed	-$257K	–	443
2019 Q3	$257K	Sell	5,440 -1,210	-18%	-$87.1K	0.04%	304
2019 Q2	$510	Buy	6,650 +211	+3%	+$15K	0.08%	204
2019 Q1	$457K	Buy	+6,439	New	+$342K	0.08%	218

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

B. Riley Wealth Management's ZS Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Zscaler (ZS) stake by 26% in Q2 2022, selling an estimated $89.7K and leaving 1,454 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #638.

B. Riley Wealth Management first reported a position in ZS in Q1 2019 and has held it in 10 quarters since. The position peaked at $550K in Q4 2021. 592 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

B. Riley Wealth Management held 1,454 shares of Zscaler worth $217 as of Q2 2022.
B. Riley Wealth Management sold 507 Zscaler shares in Q2 2022, an estimated $89.7K.
Zscaler made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #638 holding.
B. Riley Wealth Management first reported a position in Zscaler in Q1 2019 and has held it in 10 quarters since.
B. Riley Wealth Management's Zscaler position peaked at $550K in Q4 2021.
592 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.