WIM
ZS icon

WealthPlan Investment Management’s Zscaler ZS Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-90
Closed -$13.2K – 369
2023
Q2 		$13.2K Buy
+90
New +$11K ﹤0.01% 266

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WealthPlan Investment Management's ZS Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Zscaler (ZS) in Q3 2023, closing a stake of 90 shares — an estimated $13.2K sold.

WealthPlan Investment Management first reported a position in ZS in Q2 2023 and held it in 1 quarter. The position peaked at $13.2K in Q2 2023. 621 funds tracked by Wall St. Rank hold ZS as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Zscaler position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 90 Zscaler shares in Q3 2023, an estimated $13.2K.
  • WealthPlan Investment Management first reported a position in Zscaler in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Zscaler position peaked at $13.2K in Q2 2023.
  • 621 funds tracked by Wall St. Rank held Zscaler as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.