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Sutton Wealth Advisors’s Zscaler ZS Stock Holding History

Sutton Wealth Advisors’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
Q2 		– Sell
-8
Closed -$935 – 872
2023
Q1 		$935 Hold
8
– – ﹤0.01% 736
2022
Q4 		$895 Buy
+8
New +$1.09K ﹤0.01% 1355
2022
Q2 		– Sell
-11
Closed -$2.65K – 1725
2022
Q1 		$2.65K Buy
11
+5
+83% +$1.23K ﹤0.01% 1167
2021
Q4 		$1.93K Hold
6
– – ﹤0.01% 1206
2021
Q3 		$1.57K Hold
6
– – ﹤0.01% 1203
2021
Q2 		$1.3K Sell
6
-1
-14% -$190 ﹤0.01% 1208
2021
Q1 		$1.2K Buy
+7
New +$1.39K ﹤0.01% 1188

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sutton Wealth Advisors's ZS Position: Q2 2023 in Review

Sutton Wealth Advisors sold out of Zscaler (ZS) in Q2 2023, closing a stake of 8 shares — an estimated $935 sold.

Sutton Wealth Advisors first reported a position in ZS in Q1 2021 and held it in 7 quarters. The position peaked at $2.65K in Q1 2022. 594 funds tracked by Wall St. Rank hold ZS as of Q2 2023.

  • Sutton Wealth Advisors reported no remaining Zscaler position as of Q2 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 Zscaler shares in Q2 2023, an estimated $935.
  • Sutton Wealth Advisors first reported a position in Zscaler in Q1 2021 and held it in 7 quarters.
  • Sutton Wealth Advisors's Zscaler position peaked at $2.65K in Q1 2022.
  • 594 funds tracked by Wall St. Rank held Zscaler as of Q2 2023.

Based on Sutton Wealth Advisors's 13F filing for Q2 2023, filed 8 Nov 2023.