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Loring Wolcott & Coolidge Fiduciary Advisors’s Zscaler ZS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-8
Closed -$2K – 949
2021
Q2 		$2K Buy
+8
New +$1.52K ﹤0.01% 906

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ZS Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Zscaler (ZS) in Q3 2021, closing a stake of 8 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ZS in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 599 funds tracked by Wall St. Rank hold ZS as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Zscaler position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 8 Zscaler shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Zscaler in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Zscaler position peaked at $2K in Q2 2021.
  • 599 funds tracked by Wall St. Rank held Zscaler as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.