RegentAtlantic Capital’s Zscaler ZS Stock Holding History

RegentAtlantic Capital’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	$240K	Buy	+1,456	New	+$238K	0.01%	604
2022 Q1	–	Sell	-905	Closed	-$291K	–	728
2021 Q4	$291K	Buy	905 +40	+5%	+$12.6K	0.01%	579
2021 Q3	$227K	Sell	865 -127	-13%	-$31.9K	0.01%	615
2021 Q2	$214K	Buy	+992	New	+$189K	0.01%	607
2020 Q4	–	Sell	-1,604	Closed	-$226K	–	527
2020 Q3	$226K	Buy	+1,604	New	+$208K	0.01%	452

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

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

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

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

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

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

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

CIP

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

RegentAtlantic Capital's ZS Position: Q3 2022 in Review

RegentAtlantic Capital opened a new position in Zscaler (ZS) in Q3 2022: 1,456 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: RegentAtlantic Capital previously reported a position in ZS as recently as Q4 2021.

RegentAtlantic Capital first reported a position in ZS in Q3 2020 and has held it in 5 quarters since. The position peaked at $291K in Q4 2021. 607 funds tracked by Wall St. Rank hold ZS as of Q3 2022.

RegentAtlantic Capital held 1,456 shares of Zscaler worth $240K as of Q3 2022.
Zscaler was a new RegentAtlantic Capital position in Q3 2022.
Zscaler made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #604 holding.
RegentAtlantic Capital first reported a position in Zscaler in Q3 2020 and has held it in 5 quarters since.
RegentAtlantic Capital's Zscaler position peaked at $291K in Q4 2021.
607 funds tracked by Wall St. Rank held Zscaler as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.