Cedar Wealth Management’s Zscaler ZS Stock Holding History

Cedar 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
2023 Q4	–	Sell	-72	Closed	-$11.2K	–	302
2023 Q3	$11.2K	Hold	72	–	–	﹤0.01%	223
2023 Q2	$10.5K	Hold	72	–	–	﹤0.01%	239
2023 Q1	$8.41K	Buy	72 +36	+100%	+$4.32K	﹤0.01%	237
2022 Q4	$4.03K	Hold	36	–	–	﹤0.01%	251
2022 Q3	$6K	Hold	36	–	–	﹤0.01%	273
2022 Q2	$5K	Hold	36	–	–	﹤0.01%	291
2022 Q1	$9K	Buy	+36	New	+$8.85K	﹤0.01%	297

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cedar Wealth Management's ZS Position: Q4 2023 in Review

Cedar Wealth Management sold out of Zscaler (ZS) in Q4 2023, closing a stake of 72 shares — an estimated $11.2K sold.

Cedar Wealth Management first reported a position in ZS in Q1 2022 and held it in 7 quarters. The position peaked at $11.2K in Q3 2023. 739 funds tracked by Wall St. Rank hold ZS as of Q4 2023.

Cedar Wealth Management reported no remaining Zscaler position as of Q4 2023 after selling out during the quarter.
Cedar Wealth Management sold 72 Zscaler shares in Q4 2023, an estimated $11.2K.
Cedar Wealth Management first reported a position in Zscaler in Q1 2022 and held it in 7 quarters.
Cedar Wealth Management's Zscaler position peaked at $11.2K in Q3 2023.
739 funds tracked by Wall St. Rank held Zscaler as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.