NWMG
ZS icon

National Wealth Management Group’s Zscaler ZS Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-4,201
Closed -$628K – 157
2022
Q2 		$628K Buy
+4,201
New +$743K 0.79% 33

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

National Wealth Management Group's ZS Position: Q3 2022 in Review

National Wealth Management Group sold out of Zscaler (ZS) in Q3 2022, closing a stake of 4,201 shares — an estimated $628K sold.

National Wealth Management Group first reported a position in ZS in Q2 2022 and held it in 1 quarter. The position peaked at $628K in Q2 2022. 607 funds tracked by Wall St. Rank hold ZS as of Q3 2022.

  • National Wealth Management Group reported no remaining Zscaler position as of Q3 2022 after selling out during the quarter.
  • National Wealth Management Group sold 4,201 Zscaler shares in Q3 2022, an estimated $628K.
  • National Wealth Management Group first reported a position in Zscaler in Q2 2022 and held it in 1 quarter.
  • National Wealth Management Group's Zscaler position peaked at $628K in Q2 2022.
  • 607 funds tracked by Wall St. Rank held Zscaler as of Q3 2022.

Based on National Wealth Management Group's 13F filing for Q3 2022, filed 17 Nov 2023.