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Patriot Financial Group Insurance Agency’s Zscaler ZS Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q4 		– Sell
-3,250
Closed -$154K – 1470
2019
Q3 		$154K Buy
+3,250
New +$234K 0.07% 247

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N
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ZS Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of Zscaler (ZS) in Q4 2019, closing a stake of 3,250 shares — an estimated $154K sold.

Patriot Financial Group Insurance Agency first reported a position in ZS in Q3 2019 and held it in 1 quarter. The position peaked at $154K in Q3 2019. 253 funds tracked by Wall St. Rank hold ZS as of Q4 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Zscaler position as of Q4 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,250 Zscaler shares in Q4 2019, an estimated $154K.
  • Patriot Financial Group Insurance Agency first reported a position in Zscaler in Q3 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Zscaler position peaked at $154K in Q3 2019.
  • 253 funds tracked by Wall St. Rank held Zscaler as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.