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Abich Financial Wealth Management’s Zscaler ZS Stock Holding History

Abich Financial 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
2024
Q3 		$2.05K Buy
12
+8
+200% +$1.46K ﹤0.01% 344
2024
Q2 		$769 Buy
+4
New +$712 ﹤0.01% 659

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Abich Financial Wealth Management's ZS Position: Q3 2024 in Review

Abich Financial Wealth Management increased its Zscaler (ZS) stake by 200% in Q3 2024, buying an estimated $1.46K and bringing the position to 12 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Abich Financial Wealth Management first reported a position in ZS in Q2 2024 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold ZS as of Q3 2024.

  • Abich Financial Wealth Management held 12 shares of Zscaler worth $2.05K as of Q3 2024.
  • Abich Financial Wealth Management bought 8 Zscaler shares in Q3 2024, an estimated $1.46K.
  • Zscaler made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #344 holding.
  • Abich Financial Wealth Management first reported a position in Zscaler in Q2 2024 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held Zscaler as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.