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BerganKDV Wealth Management’s Zscaler ZS Stock Holding History

BerganKDV 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
-2
Closed – – 1119
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1085
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1085
2022
Q1 		$0 Buy
2
+1
+100% +$246 ﹤0.01% 1119
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1138
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1106
2021
Q2 		$0 Buy
+1
New +$190 ﹤0.01% 1018
2021
Q1 		– Sell
-3
Closed -$1K – 996
2020
Q4 		$1K Buy
+3
New +$477 ﹤0.01% 913

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
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
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
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

BerganKDV Wealth Management's ZS Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Zscaler (ZS) in Q4 2022, closing a stake of 2 shares.

BerganKDV Wealth Management first reported a position in ZS in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q4 2020. 560 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Zscaler position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2 Zscaler shares in Q4 2022.
  • BerganKDV Wealth Management first reported a position in Zscaler in Q4 2020 and held it in 7 quarters.
  • BerganKDV Wealth Management's Zscaler position peaked at $1K in Q4 2020.
  • 560 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.