FMI
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F/M Investments’s Zscaler ZS Stock Holding History

F/M Investments’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
Q3 		– Sell
-12,383
Closed -$1.81M – 83
2023
Q2 		$1.81M Buy
12,383
+629
+5% +$76.8K 1.34% 24
2023
Q1 		$1.37M Buy
11,754
+658
+6% +$78.9K 1.38% 26
2022
Q4 		$1.24M Buy
+11,096
New +$1.51M 1.5% 30

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
State Street
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

F/M Investments's ZS Position: Q3 2023 in Review

F/M Investments sold out of Zscaler (ZS) in Q3 2023, closing a stake of 12,383 shares — an estimated $1.81M sold.

F/M Investments first reported a position in ZS in Q4 2022 and held it in 3 quarters. The position peaked at $1.81M in Q2 2023. 621 funds tracked by Wall St. Rank hold ZS as of Q3 2023.

  • F/M Investments reported no remaining Zscaler position as of Q3 2023 after selling out during the quarter.
  • F/M Investments sold 12,383 Zscaler shares in Q3 2023, an estimated $1.81M.
  • F/M Investments first reported a position in Zscaler in Q4 2022 and held it in 3 quarters.
  • F/M Investments's Zscaler position peaked at $1.81M in Q2 2023.
  • 621 funds tracked by Wall St. Rank held Zscaler as of Q3 2023.

Based on F/M Investments's 13F filing for Q3 2023, filed 6 Nov 2023.