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Woodley Farra Manion Portfolio Management’s Zscaler ZS Stock Holding History

Woodley Farra Manion Portfolio Management’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
Q2 		– Sell
-200
Closed -$12K – 466
2020
Q1 		$12K Buy
+200
New +$11K ﹤0.01% 270

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's ZS Position: Q2 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Zscaler (ZS) in Q2 2020, closing a stake of 200 shares — an estimated $12K sold.

Woodley Farra Manion Portfolio Management first reported a position in ZS in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 365 funds tracked by Wall St. Rank hold ZS as of Q2 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Zscaler position as of Q2 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 200 Zscaler shares in Q2 2020, an estimated $12K.
  • Woodley Farra Manion Portfolio Management first reported a position in Zscaler in Q1 2020 and held it in 1 quarter.
  • Woodley Farra Manion Portfolio Management's Zscaler position peaked at $12K in Q1 2020.
  • 365 funds tracked by Wall St. Rank held Zscaler as of Q2 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2020, filed 12 Aug 2020.