Plante Moran Financial Advisors’s Zscaler ZS Stock Holding History

Plante Moran 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
2019 Q3	–	Sell	-200	Closed	-$15K	–	925
2019 Q2	$15K	Buy	+200	New	+$14.2K	﹤0.01%	518

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Plante Moran Financial Advisors's ZS Position: Q3 2019 in Review

Plante Moran Financial Advisors sold out of Zscaler (ZS) in Q3 2019, closing a stake of 200 shares — an estimated $15K sold.

Plante Moran Financial Advisors first reported a position in ZS in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 246 funds tracked by Wall St. Rank hold ZS as of Q3 2019.

Plante Moran Financial Advisors reported no remaining Zscaler position as of Q3 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 200 Zscaler shares in Q3 2019, an estimated $15K.
Plante Moran Financial Advisors first reported a position in Zscaler in Q2 2019 and held it in 1 quarter.
Plante Moran Financial Advisors's Zscaler position peaked at $15K in Q2 2019.
246 funds tracked by Wall St. Rank held Zscaler as of Q3 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.