First Foundation Advisors’s Zscaler ZS Stock Holding History

First Foundation 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
2022 Q2	–	Sell	-1,131	Closed	-$273K	–	465
2022 Q1	$273K	Buy	1,131 +82	+8%	+$20.1K	0.01%	351
2021 Q4	$337K	Buy	1,049 +65	+7%	+$20.5K	0.01%	330
2021 Q3	$258K	Sell	984 -30	-3%	-$7.53K	0.01%	370
2021 Q2	$219K	Buy	+1,014	New	+$193K	0.01%	413

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Foundation Advisors's ZS Position: Q2 2022 in Review

First Foundation Advisors sold out of Zscaler (ZS) in Q2 2022, closing a stake of 1,131 shares — an estimated $273K sold.

First Foundation Advisors first reported a position in ZS in Q2 2021 and held it in 4 quarters. The position peaked at $337K in Q4 2021. 592 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

First Foundation Advisors reported no remaining Zscaler position as of Q2 2022 after selling out during the quarter.
First Foundation Advisors sold 1,131 Zscaler shares in Q2 2022, an estimated $273K.
First Foundation Advisors first reported a position in Zscaler in Q2 2021 and held it in 4 quarters.
First Foundation Advisors's Zscaler position peaked at $337K in Q4 2021.
592 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.