Lake Point Wealth Management’s Zscaler ZS Stock Holding History

Lake Point Wealth 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
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	429
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	361
2021 Q4	$3K	Hold	10	–	–	﹤0.01%	317
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	302
2021 Q2	$2K	Buy	+10	New	+$1.9K	﹤0.01%	357
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	368
2019 Q4	$0	Buy	+10	New	+$464	﹤0.01%	634
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	635
2019 Q1	$1K	Buy	+10	New	+$531	﹤0.01%	634

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Lake Point Wealth Management's ZS Position: Q2 2022 in Review

Lake Point Wealth Management held its Zscaler (ZS) position steady in Q2 2022 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Lake Point Wealth Management first reported a position in ZS in Q1 2019 and has held it in 9 quarters since. The position peaked at $3K in Q4 2021. 592 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

Lake Point Wealth Management held 10 shares of Zscaler worth $1K as of Q2 2022.
Lake Point Wealth Management left its Zscaler share count unchanged in Q2 2022.
Zscaler made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #429 holding.
Lake Point Wealth Management first reported a position in Zscaler in Q1 2019 and has held it in 9 quarters since.
Lake Point Wealth Management's Zscaler position peaked at $3K in Q4 2021.
592 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.