WJWM
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Williams Jones Wealth Management’s Zscaler ZS Stock Holding History

Williams Jones Wealth 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
-1,435
Closed -$210K – 572
2023
Q2 		$210K Sell
1,435
-2,000
-58% -$244K ﹤0.01% 483
2023
Q1 		$401K Sell
3,435
-150
-4% -$18K 0.01% 402
2022
Q4 		$401K Sell
3,585
-2,275
-39% -$309K 0.01% 400
2022
Q3 		$963K Sell
5,860
-425
-7% -$69.5K 0.02% 273
2022
Q2 		$940K Sell
6,285
-603
-9% -$107K 0.02% 285
2022
Q1 		$1.66M Sell
6,888
-2,551
-27% -$627K 0.02% 214
2021
Q4 		$3.03M Sell
9,439
-200
-2% -$63K 0.04% 168
2021
Q3 		$2.53M Sell
9,639
-1,051
-10% -$264K 0.04% 178
2021
Q2 		$2.31M Hold
10,690
– – 0.03% 190
2021
Q1 		$1.83M Buy
10,690
+578
+6% +$115K 0.03% 197
2020
Q4 		$2.02M Buy
10,112
+75
+0.7% +$11.9K 0.03% 179
2020
Q3 		$1.41M Buy
10,037
+25
+0.2% +$3.25K 0.03% 186
2020
Q2 		$1.1M Buy
+10,012
New +$832K 0.02% 191

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