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Hartford Financial Management’s Zscaler ZS Stock Holding History

Hartford Financial 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
2023
Q3 		– Sell
-40
Closed -$5.85K – 395
2023
Q2 		$5.85K Hold
40
– – ﹤0.01% 311
2023
Q1 		$4.67K Hold
40
– – ﹤0.01% 315
2022
Q4 		$4.48K Hold
40
– – ﹤0.01% 311
2022
Q3 		$7K Hold
40
– – ﹤0.01% 300
2022
Q2 		$6K Hold
40
– – ﹤0.01% 313
2022
Q1 		$10K Hold
40
– – ﹤0.01% 301
2021
Q4 		$13K Hold
40
– – ﹤0.01% 284
2021
Q3 		$10K Hold
40
– – ﹤0.01% 297
2021
Q2 		$9K Hold
40
– – ﹤0.01% 304
2021
Q1 		$7K Hold
40
– – ﹤0.01% 322
2020
Q4 		$8K Buy
+40
New +$6.36K ﹤0.01% 300

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hartford Financial Management's ZS Position: Q3 2023 in Review

Hartford Financial Management sold out of Zscaler (ZS) in Q3 2023, closing a stake of 40 shares — an estimated $5.85K sold.

Hartford Financial Management first reported a position in ZS in Q4 2020 and held it in 11 quarters. The position peaked at $13K in Q4 2021. 622 funds tracked by Wall St. Rank hold ZS as of Q3 2023.

  • Hartford Financial Management reported no remaining Zscaler position as of Q3 2023 after selling out during the quarter.
  • Hartford Financial Management sold 40 Zscaler shares in Q3 2023, an estimated $5.85K.
  • Hartford Financial Management first reported a position in Zscaler in Q4 2020 and held it in 11 quarters.
  • Hartford Financial Management's Zscaler position peaked at $13K in Q4 2021.
  • 622 funds tracked by Wall St. Rank held Zscaler as of Q3 2023.

Based on Hartford Financial Management's 13F filing for Q3 2023, filed 24 Oct 2023.