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Crestwood Advisors Group’s Zscaler ZS Stock Holding History

Crestwood Advisors Group’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 		– Sell
-982
Closed -$237K – 299
2022
Q1 		$237K Buy
+982
New +$241K 0.01% 257
2021
Q4 		– Sell
-950
Closed -$249K – 305
2021
Q3 		$249K Sell
950
-50
-5% -$12.6K 0.01% 243
2021
Q2 		$216K Buy
+1,000
New +$190K 0.01% 257

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Crestwood Advisors Group's ZS Position: Q2 2022 in Review

Crestwood Advisors Group sold out of Zscaler (ZS) in Q2 2022, closing a stake of 982 shares — an estimated $237K sold.

Crestwood Advisors Group first reported a position in ZS in Q2 2021 and held it in 3 quarters. The position peaked at $249K in Q3 2021. 593 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

  • Crestwood Advisors Group reported no remaining Zscaler position as of Q2 2022 after selling out during the quarter.
  • Crestwood Advisors Group sold 982 Zscaler shares in Q2 2022, an estimated $237K.
  • Crestwood Advisors Group first reported a position in Zscaler in Q2 2021 and held it in 3 quarters.
  • Crestwood Advisors Group's Zscaler position peaked at $249K in Q3 2021.
  • 593 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on Crestwood Advisors Group's 13F filing for Q2 2022, filed 7 Jul 2022.