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Symphony Financial’s Zscaler ZS Stock Holding History

Symphony Financial’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
-2,261
Closed -$682K – 218
2021
Q4 		$682K Sell
2,261
-34
-1% -$10.7K 0.19% 95
2021
Q3 		$594K Buy
2,295
+18
+0.8% +$4.52K 0.21% 85
2021
Q2 		$494K Hold
2,277
– – 0.17% 98
2021
Q1 		$415K Buy
2,277
+518
+29% +$103K 0.11% 127
2020
Q4 		$345K Buy
1,759
+7
+0.4% +$1.11K 0.12% 115
2020
Q3 		$246K Buy
+1,752
New +$227K 0.1% 118

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Symphony Financial's ZS Position: Q1 2022 in Review

Symphony Financial sold out of Zscaler (ZS) in Q1 2022, closing a stake of 2,261 shares — an estimated $682K sold.

Symphony Financial first reported a position in ZS in Q3 2020 and held it in 6 quarters. The position peaked at $682K in Q4 2021. 631 funds tracked by Wall St. Rank hold ZS as of Q1 2022.

  • Symphony Financial reported no remaining Zscaler position as of Q1 2022 after selling out during the quarter.
  • Symphony Financial sold 2,261 Zscaler shares in Q1 2022, an estimated $682K.
  • Symphony Financial first reported a position in Zscaler in Q3 2020 and held it in 6 quarters.
  • Symphony Financial's Zscaler position peaked at $682K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held Zscaler as of Q1 2022.

Based on Symphony Financial's 13F filing for Q1 2022, filed 13 May 2022.