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Evolution Wealth Advisors’s Zscaler ZS Stock Holding History

Evolution Wealth 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
Q1 		– Sell
-54
Closed -$11K – 670
2020
Q4 		$11K Sell
54
-26
-33% -$4.13K ﹤0.01% 343
2020
Q3 		$11K Buy
+80
New +$10.4K ﹤0.01% 344
2020
Q1 		– Sell
-2,256
Closed -$105K – 661
2019
Q4 		$105K Buy
+2,256
New +$105K 0.03% 105

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Evolution Wealth Advisors's ZS Position: Q1 2021 in Review

Evolution Wealth Advisors sold out of Zscaler (ZS) in Q1 2021, closing a stake of 54 shares — an estimated $11K sold.

Evolution Wealth Advisors first reported a position in ZS in Q4 2019 and held it in 3 quarters. The position peaked at $105K in Q4 2019. 536 funds tracked by Wall St. Rank hold ZS as of Q1 2021.

  • Evolution Wealth Advisors reported no remaining Zscaler position as of Q1 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 54 Zscaler shares in Q1 2021, an estimated $11K.
  • Evolution Wealth Advisors first reported a position in Zscaler in Q4 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Zscaler position peaked at $105K in Q4 2019.
  • 536 funds tracked by Wall St. Rank held Zscaler as of Q1 2021.

Based on Evolution Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.