Personal Capital Advisors’s Zscaler ZS Stock Holding History

Personal Capital 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
2022 Q4	$353K	Sell	3,158 -42	-1%	-$5.71K	﹤0.01%	352
2022 Q3	$526K	Sell	3,200 -1,024	-24%	-$168K	﹤0.01%	282
2022 Q2	$632K	Sell	4,224 -1,100	-21%	-$195K	﹤0.01%	261
2022 Q1	$1.28M	Sell	5,324 -1,551	-23%	-$381K	0.01%	234
2021 Q4	$2.21M	Sell	6,875 -563	-8%	-$177K	0.01%	225
2021 Q3	$1.95M	Buy	7,438 +61	+0.8%	+$15.3K	0.01%	225
2021 Q2	$1.59M	Sell	7,377 -4,864	-40%	-$925K	0.01%	233
2021 Q1	$2.1M	Buy	12,241 +9,187	+301%	+$1.83M	0.01%	227
2020 Q4	$610K	Buy	+3,054	New	+$486K	﹤0.01%	280

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Personal Capital Advisors's ZS Position: Q4 2022 in Review

Personal Capital Advisors reduced its Zscaler (ZS) stake by 1.3% in Q4 2022, selling an estimated $5.71K and leaving 3,158 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Personal Capital Advisors first reported a position in ZS in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.21M in Q4 2021. 559 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

Personal Capital Advisors held 3,158 shares of Zscaler worth $353K as of Q4 2022.
Personal Capital Advisors sold 42 Zscaler shares in Q4 2022, an estimated $5.71K.
Zscaler made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #352 holding.
Personal Capital Advisors first reported a position in Zscaler in Q4 2020 and has held it in 9 quarters since.
Personal Capital Advisors's Zscaler position peaked at $2.21M in Q4 2021.
559 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.