Moser Wealth Advisors’s Zscaler ZS Stock Holding History

Moser Wealth 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
2022 Q4	–	Sell	-30	Closed	-$5K	–	156
2022 Q3	$5K	Hold	30	–	–	﹤0.01%	123
2022 Q2	$4K	Hold	30	–	–	﹤0.01%	121
2022 Q1	$7K	Hold	30	–	–	﹤0.01%	120
2021 Q4	$10K	Hold	30	–	–	0.01%	119
2021 Q3	$8K	Buy	+30	New	+$7.53K	0.01%	119

Other funds holding ZS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Moser Wealth Advisors's ZS Position: Q4 2022 in Review

Moser Wealth Advisors sold out of Zscaler (ZS) in Q4 2022, closing a stake of 30 shares — an estimated $5K sold.

Moser Wealth Advisors first reported a position in ZS in Q3 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 559 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

Moser Wealth Advisors reported no remaining Zscaler position as of Q4 2022 after selling out during the quarter.
Moser Wealth Advisors sold 30 Zscaler shares in Q4 2022, an estimated $5K.
Moser Wealth Advisors first reported a position in Zscaler in Q3 2021 and held it in 5 quarters.
Moser Wealth Advisors's Zscaler position peaked at $10K in Q4 2021.
559 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on Moser Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.