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Engrave Wealth Partners’s Zscaler ZS Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-200
Closed -$21K – 434
2020
Q2 		$21K Buy
200
+100
+100% +$8.31K 0.02% 177
2020
Q1 		$6K Buy
100
+25
+33% +$1.38K 0.01% 270
2019
Q4 		$3K Buy
+75
New +$3.48K ﹤0.01% 391

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 $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Engrave Wealth Partners's ZS Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Zscaler (ZS) in Q3 2020, closing a stake of 200 shares — an estimated $21K sold.

Engrave Wealth Partners first reported a position in ZS in Q4 2019 and held it in 3 quarters. The position peaked at $21K in Q2 2020. 413 funds tracked by Wall St. Rank hold ZS as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Zscaler position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 200 Zscaler shares in Q3 2020, an estimated $21K.
  • Engrave Wealth Partners first reported a position in Zscaler in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Zscaler position peaked at $21K in Q2 2020.
  • 413 funds tracked by Wall St. Rank held Zscaler as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.