TFO Wealth Partners’s Zscaler ZS Stock Holding History

TFO 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 Q2	–	Sell	-500	Closed	-$86K	–	196
2021 Q1	$86K	Buy	+500	New	+$99.3K	0.03%	54

Other funds holding ZS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFO Wealth Partners's ZS Position: Q2 2021 in Review

TFO Wealth Partners sold out of Zscaler (ZS) in Q2 2021, closing a stake of 500 shares — an estimated $86K sold.

TFO Wealth Partners first reported a position in ZS in Q1 2021 and held it in 1 quarter. The position peaked at $86K in Q1 2021. 548 funds tracked by Wall St. Rank hold ZS as of Q2 2021.

TFO Wealth Partners reported no remaining Zscaler position as of Q2 2021 after selling out during the quarter.
TFO Wealth Partners sold 500 Zscaler shares in Q2 2021, an estimated $86K.
TFO Wealth Partners first reported a position in Zscaler in Q1 2021 and held it in 1 quarter.
TFO Wealth Partners's Zscaler position peaked at $86K in Q1 2021.
548 funds tracked by Wall St. Rank held Zscaler as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.