Clear Perspective Advisors’s Zscaler ZS Stock Holding History

Clear Perspective 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 Q4	$736K	Sell	2,290 -10	-0.4%	-$3.15K	0.22%	74
2021 Q3	$603K	Sell	2,300 -25	-1%	-$6.28K	0.21%	79
2021 Q2	$502K	Sell	2,325 -170	-7%	-$32.3K	0.17%	89
2021 Q1	$428K	Sell	2,495 -6	-0.2%	-$1.19K	0.17%	97
2020 Q4	$499K	Sell	2,501 -76	-3%	-$12.1K	0.2%	88
2020 Q3	$328	Buy	+2,577	New	+$334K	0.15%	107
2019 Q4	–	Sell	-1,050	Closed	-$80K	–	157
2019 Q3	$80K	Hold	1,050	–	–	0.04%	135
2019 Q2	$80K	Buy	+1,050	New	+$74.8K	0.05%	150

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Perspective Advisors's ZS Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Zscaler (ZS) stake by 0.43% in Q4 2021, selling an estimated $3.15K and leaving 2,290 shares worth $736K. The position accounts for 0.22% of the portfolio, ranked #74.

Clear Perspective Advisors first reported a position in ZS in Q2 2019 and has held it in 8 quarters since. 660 funds tracked by Wall St. Rank hold ZS as of Q4 2021.

Clear Perspective Advisors held 2,290 shares of Zscaler worth $736K as of Q4 2021.
Clear Perspective Advisors sold 10 Zscaler shares in Q4 2021, an estimated $3.15K.
Zscaler made up 0.22% of Clear Perspective Advisors's portfolio in Q4 2021, its #74 holding.
Clear Perspective Advisors first reported a position in Zscaler in Q2 2019 and has held it in 8 quarters since.
660 funds tracked by Wall St. Rank held Zscaler as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.