Capital Wealth Planning’s Zscaler ZS Stock Holding History

Capital Wealth Planning’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 Q1	–	Sell	-943	Closed	-$304K	–	117
2021 Q4	$304K	Buy	+943	New	+$297K	0.01%	79

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital Wealth Planning's ZS Position: Q1 2022 in Review

Capital Wealth Planning sold out of Zscaler (ZS) in Q1 2022, closing a stake of 943 shares — an estimated $304K sold.

Capital Wealth Planning first reported a position in ZS in Q4 2021 and held it in 1 quarter. The position peaked at $304K in Q4 2021. 631 funds tracked by Wall St. Rank hold ZS as of Q1 2022.

Capital Wealth Planning reported no remaining Zscaler position as of Q1 2022 after selling out during the quarter.
Capital Wealth Planning sold 943 Zscaler shares in Q1 2022, an estimated $304K.
Capital Wealth Planning first reported a position in Zscaler in Q4 2021 and held it in 1 quarter.
Capital Wealth Planning's Zscaler position peaked at $304K in Q4 2021.
631 funds tracked by Wall St. Rank held Zscaler as of Q1 2022.

Based on Capital Wealth Planning's 13F filing for Q1 2022, filed 11 May 2022.