Baystate Wealth Management’s Zscaler ZS Stock Holding History

Baystate 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
2021 Q1	–	Sell	-3	Closed	-$1K	–	846
2020 Q4	$1K	Buy	+3	New	+$477	﹤0.01%	661

Other funds holding ZS

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

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

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

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Baystate Wealth Management's ZS Position: Q1 2021 in Review

Baystate Wealth Management sold out of Zscaler (ZS) in Q1 2021, closing a stake of 3 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in ZS in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 536 funds tracked by Wall St. Rank hold ZS as of Q1 2021.

Baystate Wealth Management reported no remaining Zscaler position as of Q1 2021 after selling out during the quarter.
Baystate Wealth Management sold 3 Zscaler shares in Q1 2021, an estimated $1K.
Baystate Wealth Management first reported a position in Zscaler in Q4 2020 and held it in 1 quarter.
Baystate Wealth Management's Zscaler position peaked at $1K in Q4 2020.
536 funds tracked by Wall St. Rank held Zscaler as of Q1 2021.

Based on Baystate Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.