Standard Family Office’s Zscaler ZS Stock Holding History

Standard Family Office’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	-23	Closed	-$4K	–	467
2022 Q3	$4K	Hold	23	–	–	﹤0.01%	338
2022 Q2	$3K	Buy	+23	New	+$4.07K	0.03%	151
2022 Q1	–	Sell	-23	Closed	-$7K	–	249
2021 Q4	$7K	Buy	+23	New	+$7.24K	0.06%	133
2021 Q3	–	Sell	-7	Closed	-$2K	–	537
2021 Q2	$2K	Hold	7	–	–	﹤0.01%	449
2021 Q1	$1K	Buy	+7	New	+$1.39K	﹤0.01%	601

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 $3.38T AUM 44.17% 1-Year Est. Return

CIP

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

Standard Family Office's ZS Position: Q4 2022 in Review

Standard Family Office sold out of Zscaler (ZS) in Q4 2022, closing a stake of 23 shares — an estimated $4K sold.

Standard Family Office first reported a position in ZS in Q1 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 559 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

Standard Family Office reported no remaining Zscaler position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 23 Zscaler shares in Q4 2022, an estimated $4K.
Standard Family Office first reported a position in Zscaler in Q1 2021 and held it in 5 quarters.
Standard Family Office's Zscaler position peaked at $7K in Q4 2021.
559 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.