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Financial Advocates Investment Management’s Zscaler ZS Stock Holding History

Financial Advocates Investment Management’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
-5,057
Closed -$216K – 886
2022
Q3 		$216K Buy
5,057
+3,421
+209% +$560K 0.02% 656
2022
Q2 		$245K Buy
1,636
+52
+3% +$9.2K 0.02% 564
2022
Q1 		$382K Buy
1,584
+307
+24% +$75.4K 0.03% 512
2021
Q4 		$410K Buy
1,277
+340
+36% +$107K 0.03% 540
2021
Q3 		$246K Buy
+937
New +$235K 0.02% 656
2021
Q2 		– Sell
-1,341
Closed -$230K – 848
2021
Q1 		$230K Buy
+1,341
New +$266K 0.02% 683

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
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

Financial Advocates Investment Management's ZS Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Zscaler (ZS) in Q4 2022, closing a stake of 5,057 shares — an estimated $216K sold.

Financial Advocates Investment Management first reported a position in ZS in Q1 2021 and held it in 6 quarters. The position peaked at $410K in Q4 2021. 561 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Zscaler position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,057 Zscaler shares in Q4 2022, an estimated $216K.
  • Financial Advocates Investment Management first reported a position in Zscaler in Q1 2021 and held it in 6 quarters.
  • Financial Advocates Investment Management's Zscaler position peaked at $410K in Q4 2021.
  • 561 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.