Wagner Wealth Management (South Carolina)’s Zscaler ZS Stock Holding History

Wagner Wealth Management (South Carolina)’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	-104	Closed	-$17K	–	707
2022 Q3	$17K	Hold	104	–	–	0.01%	349
2022 Q2	$16K	Buy	+104	New	+$18.4K	0.01%	368
2022 Q1	–	Sell	-45	Closed	-$14K	–	669
2021 Q4	$14K	Hold	45	–	–	0.01%	454
2021 Q3	$14K	Hold	45	–	–	0.01%	428
2021 Q2	$10K	Hold	45	–	–	0.01%	498
2021 Q1	$8K	Buy	+45	New	+$8.94K	0.01%	493

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

Wagner Wealth Management (South Carolina)'s ZS Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Zscaler (ZS) in Q4 2022, closing a stake of 104 shares — an estimated $17K sold.

Wagner Wealth Management (South Carolina) first reported a position in ZS in Q1 2021 and held it in 6 quarters. The position peaked at $17K in Q3 2022. 561 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Zscaler position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 104 Zscaler shares in Q4 2022, an estimated $17K.
Wagner Wealth Management (South Carolina) first reported a position in Zscaler in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Zscaler position peaked at $17K in Q3 2022.
561 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.