SIM
ZS icon

Sonora Investment Management’s Zscaler ZS Stock Holding History

Sonora Investment Management’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
2020
Q1 		– Sell
-100
Closed -$5K – 1759
2019
Q4 		$5K Buy
+100
New +$4.64K ﹤0.01% 1422

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sonora Investment Management's ZS Position: Q1 2020 in Review

Sonora Investment Management sold out of Zscaler (ZS) in Q1 2020, closing a stake of 100 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in ZS in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 279 funds tracked by Wall St. Rank hold ZS as of Q1 2020.

  • Sonora Investment Management reported no remaining Zscaler position as of Q1 2020 after selling out during the quarter.
  • Sonora Investment Management sold 100 Zscaler shares in Q1 2020, an estimated $5K.
  • Sonora Investment Management first reported a position in Zscaler in Q4 2019 and held it in 1 quarter.
  • Sonora Investment Management's Zscaler position peaked at $5K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held Zscaler as of Q1 2020.

Based on Sonora Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.