Newton One Investments’s Zscaler ZS Stock Holding History

Newton One Investments’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	–	Sell	-5	Closed	-$2K	–	132
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	122
2021 Q3	$1K	Buy	+5	New	+$1.26K	﹤0.01%	132

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 $123B AUM 45.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Newton One Investments's ZS Position: Q1 2022 in Review

Newton One Investments sold out of Zscaler (ZS) in Q1 2022, closing a stake of 5 shares — an estimated $2K sold.

Newton One Investments first reported a position in ZS in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 632 funds tracked by Wall St. Rank hold ZS as of Q1 2022.

Newton One Investments reported no remaining Zscaler position as of Q1 2022 after selling out during the quarter.
Newton One Investments sold 5 Zscaler shares in Q1 2022, an estimated $2K.
Newton One Investments first reported a position in Zscaler in Q3 2021 and held it in 2 quarters.
Newton One Investments's Zscaler position peaked at $2K in Q4 2021.
632 funds tracked by Wall St. Rank held Zscaler as of Q1 2022.

Based on Newton One Investments's 13F filing for Q1 2022, filed 28 Apr 2022.