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Reilly Financial Advisors’s Zscaler ZS Stock Holding History

Reilly 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
2021
Q4 		$35K Hold
110
– – ﹤0.01% 468
2021
Q3 		$29K Hold
110
– – ﹤0.01% 466
2021
Q2 		$24K Buy
110
+60
+120% +$11.4K ﹤0.01% 520
2021
Q1 		$9K Hold
50
– – ﹤0.01% 727
2020
Q4 		$10K Hold
50
– – ﹤0.01% 633
2020
Q3 		$7K Hold
50
– – ﹤0.01% 637
2020
Q2 		$5K Buy
+50
New +$4.16K ﹤0.01% 715

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reilly Financial Advisors's ZS Position: Q4 2021 in Review

Reilly Financial Advisors held its Zscaler (ZS) position steady in Q4 2021 at 110 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Reilly Financial Advisors first reported a position in ZS in Q2 2020 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold ZS as of Q4 2021.

  • Reilly Financial Advisors held 110 shares of Zscaler worth $35K as of Q4 2021.
  • Reilly Financial Advisors left its Zscaler share count unchanged in Q4 2021.
  • Zscaler made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #468 holding.
  • Reilly Financial Advisors first reported a position in Zscaler in Q2 2020 and has held it in 7 quarters since.
  • 660 funds tracked by Wall St. Rank held Zscaler as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.