BDO Wealth Advisors’s Zscaler ZS Stock Holding History

BDO Wealth 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
2023 Q2	–	Sell	-25	Closed	-$2.92K	–	1069
2023 Q1	$2.92K	Hold	25	–	–	﹤0.01%	867
2022 Q4	$2.8K	Hold	25	–	–	﹤0.01%	830
2022 Q3	$4K	Hold	25	–	–	﹤0.01%	862
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	831
2022 Q1	$6K	Hold	25	–	–	﹤0.01%	803
2021 Q4	$8K	Sell	25 -25	-50%	-$7.87K	﹤0.01%	769
2021 Q3	$13K	Sell	50 -25	-33%	-$6.28K	﹤0.01%	691
2021 Q2	$16K	Sell	75 -10	-12%	-$1.9K	﹤0.01%	681
2021 Q1	$15K	Buy	85 +10	+13%	+$1.99K	﹤0.01%	668
2020 Q4	$15K	Sell	75 -35	-32%	-$5.57K	﹤0.01%	510
2020 Q3	$15K	Hold	110	–	–	﹤0.01%	455
2020 Q2	$12K	Sell	110 -110	-50%	-$9.14K	﹤0.01%	486
2020 Q1	$13K	Buy	+220	New	+$12.1K	﹤0.01%	517
2019 Q3	–	Sell	-41	Closed	-$3K	–	662
2019 Q2	$3K	Buy	+41	New	+$2.92K	﹤0.01%	575

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

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

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

WCM

WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BDO Wealth Advisors's ZS Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Zscaler (ZS) in Q2 2023, closing a stake of 25 shares — an estimated $2.92K sold.

BDO Wealth Advisors first reported a position in ZS in Q2 2019 and held it in 14 quarters. The position peaked at $16K in Q2 2021. 593 funds tracked by Wall St. Rank hold ZS as of Q2 2023.

BDO Wealth Advisors reported no remaining Zscaler position as of Q2 2023 after selling out during the quarter.
BDO Wealth Advisors sold 25 Zscaler shares in Q2 2023, an estimated $2.92K.
BDO Wealth Advisors first reported a position in Zscaler in Q2 2019 and held it in 14 quarters.
BDO Wealth Advisors's Zscaler position peaked at $16K in Q2 2021.
593 funds tracked by Wall St. Rank held Zscaler as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.