Oxler Private Wealth’s Zscaler ZS Stock Holding History

Oxler Private Wealth’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	-80	Closed	-$12K	–	467
2022 Q2	$12K	Buy	+80	New	+$14.1K	0.01%	206
2021 Q1	–	Sell	-80	Closed	-$15K	–	223
2020 Q4	$15K	Buy	+80	New	+$12.7K	0.01%	189

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

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

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

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

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

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

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

Oxler Private Wealth's ZS Position: Q3 2022 in Review

Oxler Private Wealth sold out of Zscaler (ZS) in Q3 2022, closing a stake of 80 shares — an estimated $12K sold.

Oxler Private Wealth first reported a position in ZS in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q4 2020. 607 funds tracked by Wall St. Rank hold ZS as of Q3 2022.

Oxler Private Wealth reported no remaining Zscaler position as of Q3 2022 after selling out during the quarter.
Oxler Private Wealth sold 80 Zscaler shares in Q3 2022, an estimated $12K.
Oxler Private Wealth first reported a position in Zscaler in Q4 2020 and held it in 2 quarters.
Oxler Private Wealth's Zscaler position peaked at $15K in Q4 2020.
607 funds tracked by Wall St. Rank held Zscaler as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.