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Legend Financial Advisors’s Zscaler ZS Stock Holding History

Legend Financial Advisors’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
-11,139
Closed -$1.22M – 37
2020
Q2 		$1.22M Buy
11,139
+573
+5% +$47.6K 0.77% 14
2020
Q1 		$643K Buy
+10,566
New +$582K 0.58% 16

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

Legend Financial Advisors's ZS Position: Q3 2020 in Review

Legend Financial Advisors sold out of Zscaler (ZS) in Q3 2020, closing a stake of 11,139 shares — an estimated $1.22M sold.

Legend Financial Advisors first reported a position in ZS in Q1 2020 and held it in 2 quarters. The position peaked at $1.22M in Q2 2020. 413 funds tracked by Wall St. Rank hold ZS as of Q3 2020.

  • Legend Financial Advisors reported no remaining Zscaler position as of Q3 2020 after selling out during the quarter.
  • Legend Financial Advisors sold 11,139 Zscaler shares in Q3 2020, an estimated $1.22M.
  • Legend Financial Advisors first reported a position in Zscaler in Q1 2020 and held it in 2 quarters.
  • Legend Financial Advisors's Zscaler position peaked at $1.22M in Q2 2020.
  • 413 funds tracked by Wall St. Rank held Zscaler as of Q3 2020.

Based on Legend Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.