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Berman Capital Advisors’s Zscaler ZS Stock Holding History

Berman Capital Advisors’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
Q3 		$93K Buy
358
+118
+49% +$29.6K 0.01% 465
2021
Q2 		$51K Buy
240
+135
+129% +$25.7K 0.01% 568
2021
Q1 		$17K Buy
105
+100
+2,000% +$19.9K ﹤0.01% 851
2020
Q4 		$0 Buy
+5
New +$795 ﹤0.01% 1858

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Berman Capital Advisors's ZS Position: Q3 2021 in Review

Berman Capital Advisors increased its Zscaler (ZS) stake by 49% in Q3 2021, buying an estimated $29.6K and bringing the position to 358 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #465.

Berman Capital Advisors first reported a position in ZS in Q4 2020 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold ZS as of Q3 2021.

  • Berman Capital Advisors held 358 shares of Zscaler worth $93K as of Q3 2021.
  • Berman Capital Advisors bought 118 Zscaler shares in Q3 2021, an estimated $29.6K.
  • Zscaler made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #465 holding.
  • Berman Capital Advisors first reported a position in Zscaler in Q4 2020 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Zscaler as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.