Regent Peak Wealth Advisors’s Zscaler ZS Stock Holding History

Regent Peak Wealth 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 Q1	–	Sell	-24	Closed	-$5K	–	1040
2020 Q4	$5K	Buy	+24	New	+$3.82K	﹤0.01%	682

Other funds holding ZS

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

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Regent Peak Wealth Advisors's ZS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Zscaler (ZS) in Q1 2021, closing a stake of 24 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in ZS in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 536 funds tracked by Wall St. Rank hold ZS as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Zscaler position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 24 Zscaler shares in Q1 2021, an estimated $5K.
Regent Peak Wealth Advisors first reported a position in Zscaler in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Zscaler position peaked at $5K in Q4 2020.
536 funds tracked by Wall St. Rank held Zscaler as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.