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CSat Investment Advisory’s Zscaler ZS Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-516
Closed -$73K – 981
2020
Q3 		$73K Buy
516
+64
+14% +$8.31K 0.01% 590
2020
Q2 		$49K Sell
452
-66
-13% -$5.49K 0.01% 683
2020
Q1 		$32K Buy
518
+86
+20% +$4.73K 0.01% 641
2019
Q4 		$20K Buy
432
+44
+11% +$2.04K 0.01% 793
2019
Q3 		$18K Buy
388
+68
+21% +$4.9K 0.01% 743
2019
Q2 		$25K Buy
+320
New +$22.8K 0.01% 661

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

CSat Investment Advisory's ZS Position: Q4 2020 in Review

CSat Investment Advisory sold out of Zscaler (ZS) in Q4 2020, closing a stake of 516 shares — an estimated $73K sold.

CSat Investment Advisory first reported a position in ZS in Q2 2019 and held it in 6 quarters. The position peaked at $73K in Q3 2020. 517 funds tracked by Wall St. Rank hold ZS as of Q4 2020.

  • CSat Investment Advisory reported no remaining Zscaler position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 516 Zscaler shares in Q4 2020, an estimated $73K.
  • CSat Investment Advisory first reported a position in Zscaler in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Zscaler position peaked at $73K in Q3 2020.
  • 517 funds tracked by Wall St. Rank held Zscaler as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.