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Clear Perspectives Financial Planning’s Zscaler ZS Stock Holding History

Clear Perspectives Financial 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
2023
Q1 		– Sell
-2
Closed -$224 – 241
2022
Q4 		$224 Buy
+2
New +$272 ﹤0.01% 217

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspectives Financial Planning's ZS Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Zscaler (ZS) in Q1 2023, closing a stake of 2 shares — an estimated $224 sold.

Clear Perspectives Financial Planning first reported a position in ZS in Q4 2022 and held it in 1 quarter. The position peaked at $224 in Q4 2022. 570 funds tracked by Wall St. Rank hold ZS as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Zscaler position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 2 Zscaler shares in Q1 2023, an estimated $224.
  • Clear Perspectives Financial Planning first reported a position in Zscaler in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Zscaler position peaked at $224 in Q4 2022.
  • 570 funds tracked by Wall St. Rank held Zscaler as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.