Safeguard Financial’s Zscaler ZS Stock Holding History

Safeguard Financial’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	-200	Closed	-$29K	–	580
2023 Q2	$29K	Buy	+200	New	+$24.4K	0.01%	216

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

Safeguard Financial's ZS Position: Q3 2023 in Review

Safeguard Financial sold out of Zscaler (ZS) in Q3 2023, closing a stake of 200 shares — an estimated $29K sold.

Safeguard Financial first reported a position in ZS in Q2 2023 and held it in 1 quarter. The position peaked at $29K in Q2 2023. 621 funds tracked by Wall St. Rank hold ZS as of Q3 2023.

Safeguard Financial reported no remaining Zscaler position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 200 Zscaler shares in Q3 2023, an estimated $29K.
Safeguard Financial first reported a position in Zscaler in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Zscaler position peaked at $29K in Q2 2023.
621 funds tracked by Wall St. Rank held Zscaler as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.