Avitas Wealth Management’s Zscaler ZS Stock Holding History

Avitas Wealth 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
2022 Q4	–	Sell	-1,514	Closed	-$249K	–	207
2022 Q3	$249K	Buy	1,514 +114	+8%	+$18.7K	0.06%	169
2022 Q2	$209K	Sell	1,400 -3,563	-72%	-$630K	0.05%	182
2022 Q1	$1.2M	Sell	4,963 -3,404	-41%	-$836K	0.22%	115
2021 Q4	$2.69M	Sell	8,367 -1,591	-16%	-$501K	0.45%	83
2021 Q3	$2.61M	Sell	9,958 -126	-1%	-$31.6K	0.48%	83
2021 Q2	$2.18M	Buy	10,084 +241	+2%	+$45.8K	0.39%	101
2021 Q1	$1.69M	Sell	9,843 -8,366	-46%	-$1.66M	0.33%	109
2020 Q4	$3.64M	Buy	18,209 +7,167	+65%	+$1.14M	0.74%	36
2020 Q3	$1.55M	Buy	11,042 +3,729	+51%	+$484K	0.43%	95
2020 Q2	$801K	Buy	+7,313	New	+$608K	0.27%	110
2020 Q1	–	Sell	-31,940	Closed	-$1.49M	–	181
2019 Q4	$1.49M	Buy	31,940 +10,581	+50%	+$491K	0.38%	94
2019 Q3	$1.01M	Buy	+21,359	New	+$1.54M	0.28%	104

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital Research Global Investors

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

VOYA Investment Management

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

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

First Trust Advisors

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

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