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Polaris Wealth Advisory Group’s Zscaler ZS Stock Holding History

Polaris Wealth Advisory 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
2022
Q2 		– Sell
-1,000
Closed -$232K – 180
2022
Q1 		$232K Buy
+1,000
New +$246K 0.02% 144
2020
Q4 		– Sell
-25,277
Closed -$3.67M – 216
2020
Q3 		$3.67M Buy
+25,277
New +$3.28M 0.35% 74

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

Polaris Wealth Advisory Group's ZS Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of Zscaler (ZS) in Q2 2022, closing a stake of 1,000 shares — an estimated $232K sold.

Polaris Wealth Advisory Group first reported a position in ZS in Q3 2020 and held it in 2 quarters. The position peaked at $3.67M in Q3 2020. 592 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

  • Polaris Wealth Advisory Group reported no remaining Zscaler position as of Q2 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,000 Zscaler shares in Q2 2022, an estimated $232K.
  • Polaris Wealth Advisory Group first reported a position in Zscaler in Q3 2020 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Zscaler position peaked at $3.67M in Q3 2020.
  • 592 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.