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Next Financial Group’s Zscaler ZS Stock Holding History

Next Financial Group’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
Q4 		$673K Sell
2,093
-43
-2% -$13.5K 0.04% 429
2021
Q3 		$560K Buy
2,136
+504
+31% +$127K 0.04% 420
2021
Q2 		$353K Sell
1,632
-172
-10% -$32.7K 0.03% 601
2021
Q1 		$310K Buy
1,804
+533
+42% +$106K 0.03% 620
2020
Q4 		$254K Buy
1,271
+1,128
+789% +$179K 0.02% 630
2020
Q3 		$20K Buy
+143
New +$18.6K ﹤0.01% 1413
2020
Q2 		– Sell
-548
Closed -$33K – 1925
2020
Q1 		$33K Buy
+548
New +$30.2K ﹤0.01% 1118
2019
Q4 		– Sell
-44
Closed -$2K – 2546
2019
Q3 		$2K Hold
44
– – ﹤0.01% 2161
2019
Q2 		$3K Hold
44
– – ﹤0.01% 2053
2019
Q1 		$3K Buy
+44
New +$2.34K ﹤0.01% 1408

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's ZS Position: Q4 2021 in Review

Next Financial Group reduced its Zscaler (ZS) stake by 2% in Q4 2021, selling an estimated $13.5K and leaving 2,093 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #429.

Next Financial Group first reported a position in ZS in Q1 2019 and has held it in 10 quarters since. 659 funds tracked by Wall St. Rank hold ZS as of Q4 2021.

  • Next Financial Group held 2,093 shares of Zscaler worth $673K as of Q4 2021.
  • Next Financial Group sold 43 Zscaler shares in Q4 2021, an estimated $13.5K.
  • Zscaler made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #429 holding.
  • Next Financial Group first reported a position in Zscaler in Q1 2019 and has held it in 10 quarters since.
  • 659 funds tracked by Wall St. Rank held Zscaler as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.