RFWA
ZS icon

RPg Family Wealth Advisory’s Zscaler ZS Stock Holding History

RPg Family Wealth Advisory’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
-240
Closed -$57.9K – 334
2022
Q1 		$57.9K Hold
240
– – 0.02% 150
2021
Q4 		$77.1K Sell
240
-360
-60% -$113K 0.03% 143
2021
Q3 		$157K Hold
600
– – 0.07% 126
2021
Q2 		$130K Buy
+600
New +$114K 0.05% 139
2020
Q4 		$94.9K Buy
475
+175
+58% +$27.8K 0.04% 138
2020
Q3 		$42.2K Buy
300
+150
+100% +$19.5K 0.02% 169
2020
Q2 		$16.4K Buy
+150
New +$12.5K 0.01% 234

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