Viridian RIA’s Zscaler ZS Stock Holding History

Viridian RIA’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	-14,677	Closed	-$682K	–	62
2019 Q4	$682K	Sell	14,677 -48	-0.3%	-$2.23K	0.24%	45
2019 Q3	$696K	Buy	14,725 +437	+3%	+$31.5K	0.29%	43
2019 Q2	$1.14M	Buy	+14,288	New	+$1.02M	0.46%	35

Other funds holding ZS

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Viridian RIA's ZS Position: Q1 2020 in Review

Viridian RIA sold out of Zscaler (ZS) in Q1 2020, closing a stake of 14,677 shares — an estimated $682K sold.

Viridian RIA first reported a position in ZS in Q2 2019 and held it in 3 quarters. The position peaked at $1.14M in Q2 2019. 279 funds tracked by Wall St. Rank hold ZS as of Q1 2020.

Viridian RIA reported no remaining Zscaler position as of Q1 2020 after selling out during the quarter.
Viridian RIA sold 14,677 Zscaler shares in Q1 2020, an estimated $682K.
Viridian RIA first reported a position in Zscaler in Q2 2019 and held it in 3 quarters.
Viridian RIA's Zscaler position peaked at $1.14M in Q2 2019.
279 funds tracked by Wall St. Rank held Zscaler as of Q1 2020.

Based on Viridian RIA's 13F filing for Q1 2020, filed 9 Apr 2020.