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McClarren Financial Advisors’s Zscaler ZS Stock Holding History

McClarren Financial Advisors’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
Q2 		– Sell
-3
Closed – – 481
2023
Q1 		$0 Hold
3
– – ﹤0.01% 475
2022
Q4 		$0 Hold
3
– – ﹤0.01% 486
2022
Q3 		$0 Buy
+3
New +$491 ﹤0.01% 337
2022
Q2 		– Sell
-3
Closed – – 302
2022
Q1 		$0 Hold
3
– – ﹤0.01% 311
2021
Q4 		$1K Hold
3
– – ﹤0.01% 329
2021
Q3 		$0 Hold
3
– – ﹤0.01% 348
2021
Q2 		$0 Hold
3
– – ﹤0.01% 340
2021
Q1 		$1K Hold
3
– – ﹤0.01% 262
2020
Q4 		$0 Buy
+3
New +$477 ﹤0.01% 247

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

McClarren Financial Advisors's ZS Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Zscaler (ZS) in Q2 2023, closing a stake of 3 shares.

McClarren Financial Advisors first reported a position in ZS in Q4 2020 and held it in 9 quarters. The position peaked at $1K in Q4 2021. 593 funds tracked by Wall St. Rank hold ZS as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Zscaler position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 3 Zscaler shares in Q2 2023.
  • McClarren Financial Advisors first reported a position in Zscaler in Q4 2020 and held it in 9 quarters.
  • McClarren Financial Advisors's Zscaler position peaked at $1K in Q4 2021.
  • 593 funds tracked by Wall St. Rank held Zscaler as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.