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Retirement Planning Company of New England’s Zscaler ZS Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-47
Closed -$15K – 927
2021
Q4 		$15K Buy
+47
New +$14.8K 0.01% 585

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JP Morgan Chase
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Retirement Planning Company of New England's ZS Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Zscaler (ZS) in Q1 2022, closing a stake of 47 shares — an estimated $15K sold.

Retirement Planning Company of New England first reported a position in ZS in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 632 funds tracked by Wall St. Rank hold ZS as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Zscaler position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 47 Zscaler shares in Q1 2022, an estimated $15K.
  • Retirement Planning Company of New England first reported a position in Zscaler in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Zscaler position peaked at $15K in Q4 2021.
  • 632 funds tracked by Wall St. Rank held Zscaler as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.