Sugarloaf Wealth Management’s Zscaler ZS Stock Holding History

Sugarloaf Wealth Management’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	-7	Closed	-$2K	–	880
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	730
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	768
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	661
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	693
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	700
2021 Q2	$2K	Hold	7	–	–	﹤0.01%	694
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	731
2020 Q4	$1K	Buy	+7	New	+$1.11K	﹤0.01%	700

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

Sugarloaf Wealth Management's ZS Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Zscaler (ZS) in Q4 2022, closing a stake of 7 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in ZS in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 559 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Zscaler position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 7 Zscaler shares in Q4 2022, an estimated $2K.
Sugarloaf Wealth Management first reported a position in Zscaler in Q4 2020 and held it in 8 quarters.
Sugarloaf Wealth Management's Zscaler position peaked at $2K in Q3 2022.
559 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.