Lenox Wealth Advisors’s Zscaler ZS Stock Holding History

Lenox Wealth 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
2022 Q1	$1K	Buy	5 +2	+67%	+$491	﹤0.01%	740
2021 Q4	$1K	Buy	+3	New	+$945	﹤0.01%	934

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Lenox Wealth Advisors's ZS Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Zscaler (ZS) stake by 67% in Q1 2022, buying an estimated $491 and bringing the position to 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Lenox Wealth Advisors first reported a position in ZS in Q4 2021 and has held it in 2 quarters since. 632 funds tracked by Wall St. Rank hold ZS as of Q1 2022.

Lenox Wealth Advisors held 5 shares of Zscaler worth $1K as of Q1 2022.
Lenox Wealth Advisors bought 2 Zscaler shares in Q1 2022, an estimated $491.
Zscaler made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #740 holding.
Lenox Wealth Advisors first reported a position in Zscaler in Q4 2021 and has held it in 2 quarters since.
632 funds tracked by Wall St. Rank held Zscaler as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.