Wipfli Financial Advisors’s Zscaler ZS Stock Holding History

Wipfli Financial Advisors’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 Q3	$149K	Buy	+904	New	+$148K	0.01%	554

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wipfli Financial Advisors's ZS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Zscaler (ZS) in Q3 2022: 904 shares worth $149K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings.

607 funds tracked by Wall St. Rank hold ZS as of Q3 2022.

Wipfli Financial Advisors held 904 shares of Zscaler worth $149K as of Q3 2022.
Zscaler was a new Wipfli Financial Advisors position in Q3 2022.
Zscaler made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #554 holding.
607 funds tracked by Wall St. Rank held Zscaler as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.