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Wealthspire Advisors (Maryland)’s Zscaler ZS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-20
Closed -$1K – 2102
2019
Q1 		$1K Buy
+20
New +$1.06K ﹤0.01% 2407
2018
Q2 		– Sell
-250
Closed -$7K – 2601
2018
Q1 		$7K Buy
+250
New +$7.32K ﹤0.01% 1701

Other funds holding ZS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ZS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Zscaler (ZS) in Q2 2019, closing a stake of 20 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ZS in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 273 funds tracked by Wall St. Rank hold ZS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Zscaler position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 20 Zscaler shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Zscaler in Q1 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Zscaler position peaked at $7K in Q1 2018.
  • 273 funds tracked by Wall St. Rank held Zscaler as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.