Arrow Financial’s Zscaler ZS Stock Holding History

Arrow Financial’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 Q4	–	Sell	-20	Closed	-$3.42K	–	331
2024 Q3	$3.42K	Hold	20	–	–	﹤0.01%	317
2024 Q2	$3.84K	Hold	20	–	–	﹤0.01%	312
2024 Q1	$3.85K	Hold	20	–	–	﹤0.01%	307
2023 Q4	$4.43K	Hold	20	–	–	﹤0.01%	304
2023 Q3	$3.11K	Buy	+20	New	+$3K	﹤0.01%	321

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrow Financial's ZS Position: Q4 2024 in Review

Arrow Financial sold out of Zscaler (ZS) in Q4 2024, closing a stake of 20 shares — an estimated $3.42K sold.

Arrow Financial first reported a position in ZS in Q3 2023 and held it in 5 quarters. The position peaked at $4.43K in Q4 2023. 759 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

Arrow Financial reported no remaining Zscaler position as of Q4 2024 after selling out during the quarter.
Arrow Financial sold 20 Zscaler shares in Q4 2024, an estimated $3.42K.
Arrow Financial first reported a position in Zscaler in Q3 2023 and held it in 5 quarters.
Arrow Financial's Zscaler position peaked at $4.43K in Q4 2023.
759 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on Arrow Financial's 13F filing for Q4 2024, filed 14 Feb 2025.