ShoreHaven Wealth Partners’s Zscaler ZS Stock Holding History

ShoreHaven Wealth Partners’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	-773	Closed	-$154K	–	304
2020 Q4	$154K	Buy	+773	New	+$123K	0.09%	56

Other funds holding ZS

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

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ShoreHaven Wealth Partners's ZS Position: Q1 2021 in Review

ShoreHaven Wealth Partners sold out of Zscaler (ZS) in Q1 2021, closing a stake of 773 shares — an estimated $154K sold.

ShoreHaven Wealth Partners first reported a position in ZS in Q4 2020 and held it in 1 quarter. The position peaked at $154K in Q4 2020. 537 funds tracked by Wall St. Rank hold ZS as of Q1 2021.

ShoreHaven Wealth Partners reported no remaining Zscaler position as of Q1 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 773 Zscaler shares in Q1 2021, an estimated $154K.
ShoreHaven Wealth Partners first reported a position in Zscaler in Q4 2020 and held it in 1 quarter.
ShoreHaven Wealth Partners's Zscaler position peaked at $154K in Q4 2020.
537 funds tracked by Wall St. Rank held Zscaler as of Q1 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.