HeadInvest LLC’s Zscaler ZS Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-120	Closed	-$19.3K	–	730
2023 Q3	$19.3K	Buy	+120	New	+$18K	﹤0.01%	470

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HeadInvest LLC's ZS Position: Q4 2023 in Review

HeadInvest LLC sold out of Zscaler (ZS) in Q4 2023, closing a stake of 120 shares — an estimated $19.3K sold.

HeadInvest LLC first reported a position in ZS in Q3 2023 and held it in 1 quarter. The position peaked at $19.3K in Q3 2023. 739 funds tracked by Wall St. Rank hold ZS as of Q4 2023.

HeadInvest LLC reported no remaining Zscaler position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 120 Zscaler shares in Q4 2023, an estimated $19.3K.
HeadInvest LLC first reported a position in Zscaler in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Zscaler position peaked at $19.3K in Q3 2023.
739 funds tracked by Wall St. Rank held Zscaler as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.