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Aquila Investment Management’s Zscaler ZS Stock Holding History

Aquila Investment 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 		– Sell
-7,000
Closed -$1.35M – 76
2024
Q2 		$1.35M Hold
7,000
– – 1.26% 38
2024
Q1 		$1.35M Hold
7,000
– – 1.15% 38
2023
Q4 		$1.55M Hold
7,000
– – 1.34% 28
2023
Q3 		$1.09M Sell
7,000
-3,000
-30% -$450K 1% 47
2023
Q2 		$1.46M Sell
10,000
-2,000
-17% -$244K 1.2% 34
2023
Q1 		$1.4M Buy
12,000
+9,000
+300% +$1.08M 1.16% 39
2022
Q4 		$336K Sell
3,000
-2,000
-40% -$272K 0.26% 89
2022
Q3 		$822K Buy
+5,000
New +$818K 0.61% 70

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Aquila Investment Management's ZS Position: Q3 2024 in Review

Aquila Investment Management sold out of Zscaler (ZS) in Q3 2024, closing a stake of 7,000 shares — an estimated $1.35M sold.

Aquila Investment Management first reported a position in ZS in Q3 2022 and held it in 8 quarters. The position peaked at $1.55M in Q4 2023. 697 funds tracked by Wall St. Rank hold ZS as of Q3 2024.

  • Aquila Investment Management reported no remaining Zscaler position as of Q3 2024 after selling out during the quarter.
  • Aquila Investment Management sold 7,000 Zscaler shares in Q3 2024, an estimated $1.35M.
  • Aquila Investment Management first reported a position in Zscaler in Q3 2022 and held it in 8 quarters.
  • Aquila Investment Management's Zscaler position peaked at $1.55M in Q4 2023.
  • 697 funds tracked by Wall St. Rank held Zscaler as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.