Castleview Partners’s Zscaler ZS Stock Holding History

Castleview Partners’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	-585	Closed	-$68.3K	–	743
2023 Q1	$68.3K	Buy	+585	New	+$70.2K	0.06%	222

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

Castleview Partners's ZS Position: Q2 2023 in Review

Castleview Partners sold out of Zscaler (ZS) in Q2 2023, closing a stake of 585 shares — an estimated $68.3K sold.

Castleview Partners first reported a position in ZS in Q1 2023 and held it in 1 quarter. The position peaked at $68.3K in Q1 2023. 593 funds tracked by Wall St. Rank hold ZS as of Q2 2023.

Castleview Partners reported no remaining Zscaler position as of Q2 2023 after selling out during the quarter.
Castleview Partners sold 585 Zscaler shares in Q2 2023, an estimated $68.3K.
Castleview Partners first reported a position in Zscaler in Q1 2023 and held it in 1 quarter.
Castleview Partners's Zscaler position peaked at $68.3K in Q1 2023.
593 funds tracked by Wall St. Rank held Zscaler as of Q2 2023.

Based on Castleview Partners's 13F filing for Q2 2023, filed 15 Aug 2023.