Claraphi Advisory Network’s Zscaler ZS Stock Holding History

Claraphi Advisory Network’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	-19,977	Closed	-$3.28M	–	228
2022 Q3	$3.28M	Buy	19,977 +1,068	+6%	+$175K	1.78%	7
2022 Q2	$2.83M	Hold	18,909	–	–	0.99%	15
2022 Q1	$4.56M	Buy	+18,909	New	+$4.65M	1.32%	13

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Claraphi Advisory Network's ZS Position: Q4 2022 in Review

Claraphi Advisory Network sold out of Zscaler (ZS) in Q4 2022, closing a stake of 19,977 shares — an estimated $3.28M sold.

Claraphi Advisory Network first reported a position in ZS in Q1 2022 and held it in 3 quarters. The position peaked at $4.56M in Q1 2022. 561 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

Claraphi Advisory Network reported no remaining Zscaler position as of Q4 2022 after selling out during the quarter.
Claraphi Advisory Network sold 19,977 Zscaler shares in Q4 2022, an estimated $3.28M.
Claraphi Advisory Network first reported a position in Zscaler in Q1 2022 and held it in 3 quarters.
Claraphi Advisory Network's Zscaler position peaked at $4.56M in Q1 2022.
561 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.