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WFA Asset Management’s Zscaler ZS Stock Holding History

WFA Asset 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
Q2 		– Sell
-35
Closed -$4.09K – 262
2023
Q1 		$4.09K Hold
35
– – ﹤0.01% 206
2022
Q4 		$3.92K Hold
35
– – ﹤0.01% 188
2022
Q3 		$5.75K Hold
35
– – ﹤0.01% 188
2022
Q2 		$5.23K Buy
+35
New +$6.19K ﹤0.01% 174

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 $107M AUM 43.09% 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

WFA Asset Management's ZS Position: Q2 2023 in Review

WFA Asset Management sold out of Zscaler (ZS) in Q2 2023, closing a stake of 35 shares — an estimated $4.09K sold.

WFA Asset Management first reported a position in ZS in Q2 2022 and held it in 4 quarters. The position peaked at $5.75K in Q3 2022. 593 funds tracked by Wall St. Rank hold ZS as of Q2 2023.

  • WFA Asset Management reported no remaining Zscaler position as of Q2 2023 after selling out during the quarter.
  • WFA Asset Management sold 35 Zscaler shares in Q2 2023, an estimated $4.09K.
  • WFA Asset Management first reported a position in Zscaler in Q2 2022 and held it in 4 quarters.
  • WFA Asset Management's Zscaler position peaked at $5.75K in Q3 2022.
  • 593 funds tracked by Wall St. Rank held Zscaler as of Q2 2023.

Based on WFA Asset Management's 13F filing for Q2 2023, filed 13 Oct 2023.