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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

RPg Family Wealth Advisory's ZS Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Zscaler (ZS) in Q2 2022, closing a stake of 240 shares — an estimated $57.9K sold.

RPg Family Wealth Advisory first reported a position in ZS in Q2 2020 and held it in 7 quarters. The position peaked at $157K in Q3 2021. 593 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Zscaler position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 240 Zscaler shares in Q2 2022, an estimated $57.9K.
RPg Family Wealth Advisory first reported a position in Zscaler in Q2 2020 and held it in 7 quarters.
RPg Family Wealth Advisory's Zscaler position peaked at $157K in Q3 2021.
593 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.