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Northeast Financial Consultants’s Zscaler ZS Stock Holding History

Northeast Financial Consultants’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
-1,840
Closed -$302K – 355
2022
Q3 		$302K Hold
1,840
– – 0.02% 259
2022
Q2 		$275K Hold
1,840
– – 0.02% 270
2022
Q1 		$444K Hold
1,840
– – 0.03% 243
2021
Q4 		$591K Buy
1,840
+70
+4% +$22K 0.04% 204
2021
Q3 		$464K Buy
+1,770
New +$444K 0.03% 234

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
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
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

Northeast Financial Consultants's ZS Position: Q4 2022 in Review

Northeast Financial Consultants sold out of Zscaler (ZS) in Q4 2022, closing a stake of 1,840 shares — an estimated $302K sold.

Northeast Financial Consultants first reported a position in ZS in Q3 2021 and held it in 5 quarters. The position peaked at $591K in Q4 2021. 560 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

  • Northeast Financial Consultants reported no remaining Zscaler position as of Q4 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 1,840 Zscaler shares in Q4 2022, an estimated $302K.
  • Northeast Financial Consultants first reported a position in Zscaler in Q3 2021 and held it in 5 quarters.
  • Northeast Financial Consultants's Zscaler position peaked at $591K in Q4 2021.
  • 560 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on Northeast Financial Consultants's 13F filing for Q4 2022, filed 13 Feb 2023.