TIS
ZS icon

Tortoise Index Solutions’s Zscaler ZS Stock Holding History

Tortoise Index Solutions’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
2019
Q4 		– Sell
-637
Closed -$30K – 142
2019
Q3 		$30K Buy
637
+253
+66% +$18.2K 0.01% 133
2019
Q2 		$29K Buy
384
+27
+8% +$1.92K 0.01% 131
2019
Q1 		$25K Buy
+357
New +$19K 0.01% 135

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tortoise Index Solutions's ZS Position: Q4 2019 in Review

Tortoise Index Solutions sold out of Zscaler (ZS) in Q4 2019, closing a stake of 637 shares — an estimated $30K sold.

Tortoise Index Solutions first reported a position in ZS in Q1 2019 and held it in 3 quarters. The position peaked at $30K in Q3 2019. 253 funds tracked by Wall St. Rank hold ZS as of Q4 2019.

  • Tortoise Index Solutions reported no remaining Zscaler position as of Q4 2019 after selling out during the quarter.
  • Tortoise Index Solutions sold 637 Zscaler shares in Q4 2019, an estimated $30K.
  • Tortoise Index Solutions first reported a position in Zscaler in Q1 2019 and held it in 3 quarters.
  • Tortoise Index Solutions's Zscaler position peaked at $30K in Q3 2019.
  • 253 funds tracked by Wall St. Rank held Zscaler as of Q4 2019.

Based on Tortoise Index Solutions's 13F filing for Q4 2019, filed 14 Feb 2020.