My Personal CFO LLC’s Zscaler ZS Stock Holding History

My Personal CFO 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 Q1	–	Sell	-2	Closed	-$224	–	864
2022 Q4	$224	Buy	+2	New	+$272	﹤0.01%	883

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

My Personal CFO LLC's ZS Position: Q1 2023 in Review

My Personal CFO LLC sold out of Zscaler (ZS) in Q1 2023, closing a stake of 2 shares — an estimated $224 sold.

My Personal CFO LLC first reported a position in ZS in Q4 2022 and held it in 1 quarter. The position peaked at $224 in Q4 2022. 570 funds tracked by Wall St. Rank hold ZS as of Q1 2023.

My Personal CFO LLC reported no remaining Zscaler position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 2 Zscaler shares in Q1 2023, an estimated $224.
My Personal CFO LLC first reported a position in Zscaler in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Zscaler position peaked at $224 in Q4 2022.
570 funds tracked by Wall St. Rank held Zscaler as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.