Cascadia Advisory Services’s Zscaler ZS Stock Holding History

Cascadia Advisory Services’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	$271K	Buy	1,033 +100	+11%	+$25.1K	0.05%	215
2021 Q2	$202K	Buy	+933	New	+$177K	0.04%	235

Other funds holding ZS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Cascadia Advisory Services's ZS Position: Q3 2021 in Review

Cascadia Advisory Services increased its Zscaler (ZS) stake by 11% in Q3 2021, buying an estimated $25.1K and bringing the position to 1,033 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #215.

Cascadia Advisory Services first reported a position in ZS in Q2 2021 and has held it in 2 quarters since. 599 funds tracked by Wall St. Rank hold ZS as of Q3 2021.

Cascadia Advisory Services held 1,033 shares of Zscaler worth $271K as of Q3 2021.
Cascadia Advisory Services bought 100 Zscaler shares in Q3 2021, an estimated $25.1K.
Zscaler made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #215 holding.
Cascadia Advisory Services first reported a position in Zscaler in Q2 2021 and has held it in 2 quarters since.
599 funds tracked by Wall St. Rank held Zscaler as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.