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Aviance Capital Partners’s Zscaler ZS Stock Holding History

Aviance Capital Partners’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
-8,000
Closed -$1.37M – 348
2024
Q3 		$1.37M Buy
8,000
+500
+7% +$91.3K 0.18% 130
2024
Q2 		$1.44M Buy
7,500
+500
+7% +$89K 0.21% 116
2024
Q1 		$1.35M Buy
+7,000
New +$1.57M 0.2% 118
2023
Q1 		– Sell
-5,000
Closed -$560K – 286
2022
Q4 		$560K Sell
5,000
-5,000
-50% -$679K 0.13% 169
2022
Q3 		$1.64M Buy
10,000
+2,000
+25% +$327K 0.41% 70
2022
Q2 		$1.2M Buy
+8,000
New +$1.41M 0.27% 112

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviance Capital Partners's ZS Position: Q4 2024 in Review

Aviance Capital Partners sold out of Zscaler (ZS) in Q4 2024, closing a stake of 8,000 shares — an estimated $1.37M sold.

Aviance Capital Partners first reported a position in ZS in Q2 2022 and held it in 6 quarters. The position peaked at $1.64M in Q3 2022. 759 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

  • Aviance Capital Partners reported no remaining Zscaler position as of Q4 2024 after selling out during the quarter.
  • Aviance Capital Partners sold 8,000 Zscaler shares in Q4 2024, an estimated $1.37M.
  • Aviance Capital Partners first reported a position in Zscaler in Q2 2022 and held it in 6 quarters.
  • Aviance Capital Partners's Zscaler position peaked at $1.64M in Q3 2022.
  • 759 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on Aviance Capital Partners's 13F filing for Q4 2024, filed 7 Feb 2025.