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Money Concepts Capital’s Zscaler ZS Stock Holding History

Money Concepts Capital’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
-5,204
Closed -$582K – 2975
2022
Q4 		$582K Buy
5,204
+5,070
+3,784% +$689K 0.03% 393
2022
Q3 		$22K Sell
134
-40
-23% -$6.54K ﹤0.01% 899
2022
Q2 		$27K Sell
174
-3,839
-96% -$679K ﹤0.01% 824
2022
Q1 		$968K Buy
+4,013
New +$986K 0.05% 303
2021
Q1 		$486K Sell
2,830
-2,007
-41% -$399K 0.04% 322
2020
Q4 		$966K Buy
+4,837
New +$769K 0.09% 192

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 $79.5M AUM 32.13% 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

Money Concepts Capital's ZS Position: Q1 2023 in Review

Money Concepts Capital sold out of Zscaler (ZS) in Q1 2023, closing a stake of 5,204 shares — an estimated $582K sold.

Money Concepts Capital first reported a position in ZS in Q4 2020 and held it in 6 quarters. The position peaked at $968K in Q1 2022. 570 funds tracked by Wall St. Rank hold ZS as of Q1 2023.

  • Money Concepts Capital reported no remaining Zscaler position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,204 Zscaler shares in Q1 2023, an estimated $582K.
  • Money Concepts Capital first reported a position in Zscaler in Q4 2020 and held it in 6 quarters.
  • Money Concepts Capital's Zscaler position peaked at $968K in Q1 2022.
  • 570 funds tracked by Wall St. Rank held Zscaler as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.