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New England Capital Financial Advisors’s Zscaler ZS Stock Holding History

New England Capital Financial 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
2023
Q2 		– Sell
-100
Closed -$11.7K – 447
2023
Q1 		$11.7K Hold
100
– – 0.01% 236
2022
Q4 		$11.7K Buy
+100
New +$13.6K 0.01% 241

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

New England Capital Financial Advisors's ZS Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Zscaler (ZS) in Q2 2023, closing a stake of 100 shares — an estimated $11.7K sold.

New England Capital Financial Advisors first reported a position in ZS in Q4 2022 and held it in 2 quarters. The position peaked at $11.7K in Q4 2022. 594 funds tracked by Wall St. Rank hold ZS as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Zscaler position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 100 Zscaler shares in Q2 2023, an estimated $11.7K.
  • New England Capital Financial Advisors first reported a position in Zscaler in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Zscaler position peaked at $11.7K in Q4 2022.
  • 594 funds tracked by Wall St. Rank held Zscaler as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.