CASC
ZS icon

Coppell Advisory Solutions Corp’s Zscaler ZS Stock Holding History

Coppell Advisory Solutions Corp’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
-406
Closed -$45.4K – 1122
2022
Q4 		$45.4K Buy
+406
New +$55.2K 0.02% 343

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 $79.5M AUM 32.13% 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

Coppell Advisory Solutions Corp's ZS Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Zscaler (ZS) in Q1 2023, closing a stake of 406 shares — an estimated $45.4K sold.

Coppell Advisory Solutions Corp first reported a position in ZS in Q4 2022 and held it in 1 quarter. The position peaked at $45.4K in Q4 2022. 570 funds tracked by Wall St. Rank hold ZS as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Zscaler position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 406 Zscaler shares in Q1 2023, an estimated $45.4K.
  • Coppell Advisory Solutions Corp first reported a position in Zscaler in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Zscaler position peaked at $45.4K in Q4 2022.
  • 570 funds tracked by Wall St. Rank held Zscaler as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.