TCWP’s Zscaler ZS Stock Holding History

TCWP’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 Q2	–	Sell	-69	Closed	-$16K	–	1806
2022 Q1	$16K	Buy	+69	New	+$17K	﹤0.01%	762

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

TCWP's ZS Position: Q2 2022 in Review

TCWP sold out of Zscaler (ZS) in Q2 2022, closing a stake of 69 shares — an estimated $16K sold.

TCWP first reported a position in ZS in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 592 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

TCWP reported no remaining Zscaler position as of Q2 2022 after selling out during the quarter.
TCWP sold 69 Zscaler shares in Q2 2022, an estimated $16K.
TCWP first reported a position in Zscaler in Q1 2022 and held it in 1 quarter.
TCWP's Zscaler position peaked at $16K in Q1 2022.
592 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.