Winch Advisory Services’s Zscaler ZS Stock Holding History

Winch Advisory Services’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	-152	Closed	-$37K	–	491
2022 Q1	$37K	Buy	152 +40	+36%	+$9.83K	0.01%	152
2021 Q4	$36K	Hold	112	–	–	0.01%	154
2021 Q3	$29K	Buy	112 +37	+49%	+$9.29K	0.01%	177
2021 Q2	$16K	Buy	75 +18	+32%	+$3.42K	0.01%	237
2021 Q1	$10K	Sell	57 -10	-15%	-$1.99K	﹤0.01%	251
2020 Q4	$13K	Sell	67 -48	-42%	-$7.63K	0.01%	207
2020 Q3	$16K	Buy	115 +75	+188%	+$9.73K	0.01%	165
2020 Q2	$4K	Buy	+40	New	+$3.32K	﹤0.01%	283

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Winch Advisory Services's ZS Position: Q2 2022 in Review

Winch Advisory Services sold out of Zscaler (ZS) in Q2 2022, closing a stake of 152 shares — an estimated $37K sold.

Winch Advisory Services first reported a position in ZS in Q2 2020 and held it in 8 quarters. The position peaked at $37K in Q1 2022. 593 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

Winch Advisory Services reported no remaining Zscaler position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 152 Zscaler shares in Q2 2022, an estimated $37K.
Winch Advisory Services first reported a position in Zscaler in Q2 2020 and held it in 8 quarters.
Winch Advisory Services's Zscaler position peaked at $37K in Q1 2022.
593 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.