Frontier Wealth Management’s Zscaler ZS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$241K Sell
1,615
-160
-9% -$28.3K 0.02% 333
2022
Q1
$396K Sell
1,775
-141
-7% -$34.6K ﹤0.01% 276
2021
Q4
$616K Hold
1,916
0.04% 245
2021
Q3
$502K Hold
1,916
0.03% 268
2021
Q2
$414K Buy
1,916
+43
+2% +$8.18K 0.03% 285
2021
Q1
$322K Buy
1,873
+508
+37% +$101K 0.02% 298
2020
Q4
$273K Buy
+1,365
New +$217K 0.02% 308

Other funds holding ZS

Frontier Wealth Management's ZS Position: Q2 2022 in Review

Frontier Wealth Management reduced its Zscaler (ZS) stake by 9% in Q2 2022, selling an estimated $28.3K and leaving 1,615 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #333.

Frontier Wealth Management first reported a position in ZS in Q4 2020 and has held it in 7 quarters since. The position peaked at $616K in Q4 2021. 592 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

  • Frontier Wealth Management held 1,615 shares of Zscaler worth $241K as of Q2 2022.
  • Frontier Wealth Management sold 160 Zscaler shares in Q2 2022, an estimated $28.3K.
  • Zscaler made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #333 holding.
  • Frontier Wealth Management first reported a position in Zscaler in Q4 2020 and has held it in 7 quarters since.
  • Frontier Wealth Management's Zscaler position peaked at $616K in Q4 2021.
  • 592 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.