Financial Architects (New Jersey)’s Zscaler ZS Stock Holding History

Financial Architects (New Jersey)’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	-533	Closed	-$58K	–	787
2020 Q2	$58K	Buy	533 +33	+7%	+$2.74K	0.01%	405
2020 Q1	$30K	Hold	500	–	–	0.01%	452
2019 Q4	$23K	Hold	500	–	–	0.01%	558
2019 Q3	$24K	Hold	500	–	–	0.01%	565
2019 Q2	$38K	Hold	500	–	–	0.01%	566
2019 Q1	$35K	Hold	500	–	–	0.01%	714
2018 Q4	$20K	Hold	500	–	–	﹤0.01%	807
2018 Q3	$20K	Hold	500	–	–	﹤0.01%	929
2018 Q2	$18K	Sell	500 -300	-38%	-$9.15K	﹤0.01%	841
2018 Q1	$22K	Buy	+800	New	+$23.4K	﹤0.01%	867

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Financial Architects (New Jersey)'s ZS Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Zscaler (ZS) in Q3 2020, closing a stake of 533 shares — an estimated $58K sold.

Financial Architects (New Jersey) first reported a position in ZS in Q1 2018 and held it in 10 quarters. The position peaked at $58K in Q2 2020. 413 funds tracked by Wall St. Rank hold ZS as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Zscaler position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 533 Zscaler shares in Q3 2020, an estimated $58K.
Financial Architects (New Jersey) first reported a position in Zscaler in Q1 2018 and held it in 10 quarters.
Financial Architects (New Jersey)'s Zscaler position peaked at $58K in Q2 2020.
413 funds tracked by Wall St. Rank held Zscaler as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.