Addison Advisors’s Zscaler ZS Stock Holding History

Addison Advisors’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
2022 Q4	–	Sell	-10	Closed	-$2K	–	814
2022 Q3	$2K	Buy	+10	New	+$1.64K	﹤0.01%	577

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Addison Advisors's ZS Position: Q4 2022 in Review

Addison Advisors sold out of Zscaler (ZS) in Q4 2022, closing a stake of 10 shares — an estimated $2K sold.

Addison Advisors first reported a position in ZS in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 560 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

Addison Advisors reported no remaining Zscaler position as of Q4 2022 after selling out during the quarter.
Addison Advisors sold 10 Zscaler shares in Q4 2022, an estimated $2K.
Addison Advisors first reported a position in Zscaler in Q3 2022 and held it in 1 quarter.
Addison Advisors's Zscaler position peaked at $2K in Q3 2022.
560 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on Addison Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.