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Laurel Wealth Advisors (North Carolina)’s Zscaler ZS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-50
Closed -$2K – 567
2019
Q4 		$2K Hold
50
– – ﹤0.01% 500
2019
Q3 		$2K Hold
50
– – ﹤0.01% 485
2019
Q2 		$4K Hold
50
– – ﹤0.01% 456
2019
Q1 		$4K Sell
50
-30
-38% -$1.59K ﹤0.01% 433
2018
Q4 		$3K Buy
+80
New +$3.02K ﹤0.01% 449

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ZS Position: Q1 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Zscaler (ZS) in Q1 2020, closing a stake of 50 shares — an estimated $2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ZS in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2019. 279 funds tracked by Wall St. Rank hold ZS as of Q1 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Zscaler position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 50 Zscaler shares in Q1 2020, an estimated $2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Zscaler in Q4 2018 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Zscaler position peaked at $4K in Q2 2019.
  • 279 funds tracked by Wall St. Rank held Zscaler as of Q1 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2020, filed 30 Apr 2020.