Private Ocean’s Zscaler ZS Stock Holding History

Private Ocean’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 Q3	–	Sell	-13	Closed	-$1.9K	–	585
2023 Q2	$1.9K	Hold	13	–	–	﹤0.01%	499
2023 Q1	$1.52K	Buy	+13	New	+$1.56K	﹤0.01%	539

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Private Ocean's ZS Position: Q3 2023 in Review

Private Ocean sold out of Zscaler (ZS) in Q3 2023, closing a stake of 13 shares — an estimated $1.9K sold.

Private Ocean first reported a position in ZS in Q1 2023 and held it in 2 quarters. The position peaked at $1.9K in Q2 2023. 621 funds tracked by Wall St. Rank hold ZS as of Q3 2023.

Private Ocean reported no remaining Zscaler position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 13 Zscaler shares in Q3 2023, an estimated $1.9K.
Private Ocean first reported a position in Zscaler in Q1 2023 and held it in 2 quarters.
Private Ocean's Zscaler position peaked at $1.9K in Q2 2023.
621 funds tracked by Wall St. Rank held Zscaler as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.