WR Wealth Planners’s Zscaler ZS Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-55	Closed	-$8.56K	–	888
2023 Q3	$8.56K	Hold	55	–	–	﹤0.01%	601
2023 Q2	$8.05K	Hold	55	–	–	﹤0.01%	614
2023 Q1	$6.43K	Buy	+55	New	+$6.6K	﹤0.01%	646

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WR Wealth Planners's ZS Position: Q4 2023 in Review

WR Wealth Planners sold out of Zscaler (ZS) in Q4 2023, closing a stake of 55 shares — an estimated $8.56K sold.

WR Wealth Planners first reported a position in ZS in Q1 2023 and held it in 3 quarters. The position peaked at $8.56K in Q3 2023. 739 funds tracked by Wall St. Rank hold ZS as of Q4 2023.

WR Wealth Planners reported no remaining Zscaler position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 55 Zscaler shares in Q4 2023, an estimated $8.56K.
WR Wealth Planners first reported a position in Zscaler in Q1 2023 and held it in 3 quarters.
WR Wealth Planners's Zscaler position peaked at $8.56K in Q3 2023.
739 funds tracked by Wall St. Rank held Zscaler as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.