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Institutional & Family Asset Management’s Zscaler ZS Stock Holding History

Institutional & Family Asset Management’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
-40
Closed -$4K – 909
2020
Q2 		$4K Buy
+40
New +$3.32K ﹤0.01% 623
2019
Q4 		– Sell
-56
Closed -$3K – 900
2019
Q3 		$3K Buy
56
+3
+6% +$216 ﹤0.01% 651
2019
Q2 		$4K Buy
+53
New +$3.77K ﹤0.01% 639

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

Institutional & Family Asset Management's ZS Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Zscaler (ZS) in Q3 2020, closing a stake of 40 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in ZS in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 413 funds tracked by Wall St. Rank hold ZS as of Q3 2020.

  • Institutional & Family Asset Management reported no remaining Zscaler position as of Q3 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 40 Zscaler shares in Q3 2020, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in Zscaler in Q2 2019 and held it in 3 quarters.
  • Institutional & Family Asset Management's Zscaler position peaked at $4K in Q2 2020.
  • 413 funds tracked by Wall St. Rank held Zscaler as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.