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MinichMacGregor Wealth Management’s Zscaler ZS Stock Holding History

MinichMacGregor Wealth 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
Q1 		– Sell
-5
Closed -$559 – 682
2022
Q4 		$559 Buy
+5
New +$679 ﹤0.01% 666

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
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
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
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

MinichMacGregor Wealth Management's ZS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Zscaler (ZS) in Q1 2023, closing a stake of 5 shares — an estimated $559 sold.

MinichMacGregor Wealth Management first reported a position in ZS in Q4 2022 and held it in 1 quarter. The position peaked at $559 in Q4 2022. 570 funds tracked by Wall St. Rank hold ZS as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Zscaler position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 5 Zscaler shares in Q1 2023, an estimated $559.
  • MinichMacGregor Wealth Management first reported a position in Zscaler in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Zscaler position peaked at $559 in Q4 2022.
  • 570 funds tracked by Wall St. Rank held Zscaler as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.