Founders Financial Alliance’s Zscaler ZS Stock Holding History

Founders Financial Alliance’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	-14	Closed	-$2K	–	1269
2020 Q3	$2K	Buy	+14	New	+$1.82K	﹤0.01%	1244

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Founders Financial Alliance's ZS Position: Q4 2020 in Review

Founders Financial Alliance sold out of Zscaler (ZS) in Q4 2020, closing a stake of 14 shares — an estimated $2K sold.

Founders Financial Alliance first reported a position in ZS in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 517 funds tracked by Wall St. Rank hold ZS as of Q4 2020.

Founders Financial Alliance reported no remaining Zscaler position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 14 Zscaler shares in Q4 2020, an estimated $2K.
Founders Financial Alliance first reported a position in Zscaler in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Zscaler position peaked at $2K in Q3 2020.
517 funds tracked by Wall St. Rank held Zscaler as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.