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Lighthouse Financial Advisors’s Zscaler ZS Stock Holding History

Lighthouse 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
2021
Q1 		$2.93M Buy
17,089
+1,440
+9% +$286K 0.89% 24
2020
Q4 		$3.13M Buy
15,649
+1,097
+8% +$174K 1.06% 20
2020
Q3 		$2.05M Sell
14,552
-3,187
-18% -$414K 0.78% 45
2020
Q2 		$1.89M Sell
17,739
-1,462
-8% -$122K 0.8% 43
2020
Q1 		$1.17M Buy
+19,201
New +$1.06M 0.71% 48

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Lighthouse Financial Advisors's ZS Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Zscaler (ZS) stake by 9.2% in Q1 2021, buying an estimated $286K and bringing the position to 17,089 shares worth $2.93M. The position accounts for 0.89% of the portfolio, ranked #24.

Lighthouse Financial Advisors first reported a position in ZS in Q1 2020 and has held it in 5 quarters since. The position peaked at $3.13M in Q4 2020. 536 funds tracked by Wall St. Rank hold ZS as of Q1 2021.

  • Lighthouse Financial Advisors held 17,089 shares of Zscaler worth $2.93M as of Q1 2021.
  • Lighthouse Financial Advisors bought 1,440 Zscaler shares in Q1 2021, an estimated $286K.
  • Zscaler made up 0.89% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #24 holding.
  • Lighthouse Financial Advisors first reported a position in Zscaler in Q1 2020 and has held it in 5 quarters since.
  • Lighthouse Financial Advisors's Zscaler position peaked at $3.13M in Q4 2020.
  • 536 funds tracked by Wall St. Rank held Zscaler as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.