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Paradigm Financial Advisors’s Zscaler ZS Stock Holding History

Paradigm 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
Q4 		$427K Sell
1,330
-50
-4% -$15.7K 0.09% 134
2021
Q3 		$362K Sell
1,380
-25
-2% -$6.28K 0.08% 144
2021
Q2 		$304K Sell
1,405
-485
-26% -$92.2K 0.07% 159
2021
Q1 		$324K Buy
1,890
+330
+21% +$65.6K 0.08% 146
2020
Q4 		$312K Buy
+1,560
New +$248K 0.08% 124

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

Paradigm Financial Advisors's ZS Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Zscaler (ZS) stake by 3.6% in Q4 2021, selling an estimated $15.7K and leaving 1,330 shares worth $427K. The position accounts for 0.09% of the portfolio, ranked #134.

Paradigm Financial Advisors first reported a position in ZS in Q4 2020 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold ZS as of Q4 2021.

  • Paradigm Financial Advisors held 1,330 shares of Zscaler worth $427K as of Q4 2021.
  • Paradigm Financial Advisors sold 50 Zscaler shares in Q4 2021, an estimated $15.7K.
  • Zscaler made up 0.09% of Paradigm Financial Advisors's portfolio in Q4 2021, its #134 holding.
  • Paradigm Financial Advisors first reported a position in Zscaler in Q4 2020 and has held it in 5 quarters since.
  • 659 funds tracked by Wall St. Rank held Zscaler as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.