HBK Sorce Advisory’s Zscaler ZS Stock Holding History

HBK Sorce 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
2022 Q1	–	Sell	-1,294	Closed	-$416K	–	626
2021 Q4	$416K	Buy	1,294 +119	+10%	+$37.5K	0.02%	372
2021 Q3	$308K	Buy	1,175 +114	+11%	+$28.6K	0.02%	433
2021 Q2	$229K	Buy	+1,061	New	+$202K	0.01%	520

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

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

HBK Sorce Advisory's ZS Position: Q1 2022 in Review

HBK Sorce Advisory sold out of Zscaler (ZS) in Q1 2022, closing a stake of 1,294 shares — an estimated $416K sold.

HBK Sorce Advisory first reported a position in ZS in Q2 2021 and held it in 3 quarters. The position peaked at $416K in Q4 2021. 631 funds tracked by Wall St. Rank hold ZS as of Q1 2022.

HBK Sorce Advisory reported no remaining Zscaler position as of Q1 2022 after selling out during the quarter.
HBK Sorce Advisory sold 1,294 Zscaler shares in Q1 2022, an estimated $416K.
HBK Sorce Advisory first reported a position in Zscaler in Q2 2021 and held it in 3 quarters.
HBK Sorce Advisory's Zscaler position peaked at $416K in Q4 2021.
631 funds tracked by Wall St. Rank held Zscaler as of Q1 2022.

Based on HBK Sorce Advisory's 13F filing for Q1 2022, filed 13 May 2022.