Tarbox Family Office’s Zscaler ZS Stock Holding History

Tarbox Family Office’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	-27	Closed	-$7K	–	1011
2022 Q1	$7K	Hold	27	–	–	﹤0.01%	454
2021 Q4	$9K	Sell	27 -100	-79%	-$31.5K	﹤0.01%	480
2021 Q3	$33K	Hold	127	–	–	0.01%	300
2021 Q2	$27K	Buy	127 +100	+370%	+$19K	﹤0.01%	334
2021 Q1	$5K	Hold	27	–	–	﹤0.01%	593
2020 Q4	$5K	Hold	27	–	–	﹤0.01%	553
2020 Q3	$4K	Hold	27	–	–	﹤0.01%	569
2020 Q2	$3K	Hold	27	–	–	﹤0.01%	680
2020 Q1	$2K	Buy	+27	New	+$1.49K	﹤0.01%	730

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 $3.37T AUM 44.26% 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

Tarbox Family Office's ZS Position: Q2 2022 in Review

Tarbox Family Office sold out of Zscaler (ZS) in Q2 2022, closing a stake of 27 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in ZS in Q1 2020 and held it in 9 quarters. The position peaked at $33K in Q3 2021. 593 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

Tarbox Family Office reported no remaining Zscaler position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 27 Zscaler shares in Q2 2022, an estimated $7K.
Tarbox Family Office first reported a position in Zscaler in Q1 2020 and held it in 9 quarters.
Tarbox Family Office's Zscaler position peaked at $33K in Q3 2021.
593 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.