Aspetuck Financial Management’s Zscaler ZS Stock Holding History

Aspetuck Financial 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
2025 Q1	–	Sell	-253	Closed	-$45.6K	–	198
2024 Q4	$45.6K	Buy	+253	New	+$49K	0.04%	109

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Aspetuck Financial Management's ZS Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Zscaler (ZS) in Q1 2025, closing a stake of 253 shares — an estimated $45.6K sold.

Aspetuck Financial Management first reported a position in ZS in Q4 2024 and held it in 1 quarter. The position peaked at $45.6K in Q4 2024. 766 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

Aspetuck Financial Management reported no remaining Zscaler position as of Q1 2025 after selling out during the quarter.
Aspetuck Financial Management sold 253 Zscaler shares in Q1 2025, an estimated $45.6K.
Aspetuck Financial Management first reported a position in Zscaler in Q4 2024 and held it in 1 quarter.
Aspetuck Financial Management's Zscaler position peaked at $45.6K in Q4 2024.
766 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.