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Perennial Investment Advisors’s Zscaler ZS Stock Holding History

Perennial Investment 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
2022
Q2 		– Sell
-1,000
Closed -$241K – 228
2022
Q1 		$241K Sell
1,000
-1,010
-50% -$248K 0.08% 183
2021
Q4 		$645K Buy
2,010
+918
+84% +$289K 0.2% 96
2021
Q3 		$287K Buy
1,092
+60
+6% +$15.1K 0.1% 167
2021
Q2 		$223K Sell
1,032
-158
-13% -$30K 0.08% 192
2021
Q1 		$204K Buy
+1,190
New +$236K 0.08% 188

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Perennial Investment Advisors's ZS Position: Q2 2022 in Review

Perennial Investment Advisors sold out of Zscaler (ZS) in Q2 2022, closing a stake of 1,000 shares — an estimated $241K sold.

Perennial Investment Advisors first reported a position in ZS in Q1 2021 and held it in 5 quarters. The position peaked at $645K in Q4 2021. 592 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

  • Perennial Investment Advisors reported no remaining Zscaler position as of Q2 2022 after selling out during the quarter.
  • Perennial Investment Advisors sold 1,000 Zscaler shares in Q2 2022, an estimated $241K.
  • Perennial Investment Advisors first reported a position in Zscaler in Q1 2021 and held it in 5 quarters.
  • Perennial Investment Advisors's Zscaler position peaked at $645K in Q4 2021.
  • 592 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on Perennial Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.