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Global Wealth Management Investment Advisory’s Zscaler ZS Stock Holding History

Global Wealth Management Investment Advisory’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
-100
Closed -$11K – 650
2020
Q2 		$11K Hold
100
– – ﹤0.01% 344
2020
Q1 		$6K Buy
+100
New +$5.5K ﹤0.01% 400
2019
Q3 		– Sell
-150
Closed -$11K – 744
2019
Q2 		$11K Buy
+150
New +$10.7K 0.01% 360

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Global Wealth Management Investment Advisory's ZS Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Zscaler (ZS) in Q3 2020, closing a stake of 100 shares — an estimated $11K sold.

Global Wealth Management Investment Advisory first reported a position in ZS in Q2 2019 and held it in 3 quarters. The position peaked at $11K in Q2 2020. 413 funds tracked by Wall St. Rank hold ZS as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Zscaler position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Zscaler shares in Q3 2020, an estimated $11K.
  • Global Wealth Management Investment Advisory first reported a position in Zscaler in Q2 2019 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Zscaler position peaked at $11K in Q2 2020.
  • 413 funds tracked by Wall St. Rank held Zscaler as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.