CJM Wealth Advisers’s Zscaler ZS Stock Holding History

CJM Wealth Advisers’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	-1,835	Closed	-$214K	–	59
2023 Q1	$214K	Hold	1,835	–	–	0.12%	55
2022 Q4	$205K	Hold	1,835	–	–	0.13%	54
2022 Q3	$302K	Hold	1,835	–	–	0.21%	42
2022 Q2	$274K	Hold	1,835	–	–	0.19%	44
2022 Q1	$443K	Hold	1,835	–	–	0.3%	34
2021 Q4	$590K	Buy	+1,835	New	+$578K	0.42%	31

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

CJM Wealth Advisers's ZS Position: Q2 2023 in Review

CJM Wealth Advisers sold out of Zscaler (ZS) in Q2 2023, closing a stake of 1,835 shares — an estimated $214K sold.

CJM Wealth Advisers first reported a position in ZS in Q4 2021 and held it in 6 quarters. The position peaked at $590K in Q4 2021. 593 funds tracked by Wall St. Rank hold ZS as of Q2 2023.

CJM Wealth Advisers reported no remaining Zscaler position as of Q2 2023 after selling out during the quarter.
CJM Wealth Advisers sold 1,835 Zscaler shares in Q2 2023, an estimated $214K.
CJM Wealth Advisers first reported a position in Zscaler in Q4 2021 and held it in 6 quarters.
CJM Wealth Advisers's Zscaler position peaked at $590K in Q4 2021.
593 funds tracked by Wall St. Rank held Zscaler as of Q2 2023.

Based on CJM Wealth Advisers's 13F filing for Q2 2023, filed 15 Sep 2023.