Stamos Capital Partners’s Zscaler ZS Stock Holding History

Stamos Capital Partners’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	–	Sell	-3,200	Closed	-$526K	–	193
2022 Q3	$526K	Buy	+3,200	New	+$524K	0.13%	119

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Stamos Capital Partners's ZS Position: Q4 2022 in Review

Stamos Capital Partners sold out of Zscaler (ZS) in Q4 2022, closing a stake of 3,200 shares — an estimated $526K sold.

Stamos Capital Partners first reported a position in ZS in Q3 2022 and held it in 1 quarter. The position peaked at $526K in Q3 2022. 560 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

Stamos Capital Partners reported no remaining Zscaler position as of Q4 2022 after selling out during the quarter.
Stamos Capital Partners sold 3,200 Zscaler shares in Q4 2022, an estimated $526K.
Stamos Capital Partners first reported a position in Zscaler in Q3 2022 and held it in 1 quarter.
Stamos Capital Partners's Zscaler position peaked at $526K in Q3 2022.
560 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.