Avior Wealth Management’s Zscaler ZS Stock Holding History

Avior 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
2025 Q1	–	Sell	-214	Closed	-$38.6K	–	2393
2024 Q4	$38.6K	Buy	214 +72	+51%	+$13.9K	﹤0.01%	1223
2024 Q3	$24.3K	Buy	142 +50	+54%	+$9.13K	﹤0.01%	1338
2024 Q2	$17.7K	Sell	92 -70	-43%	-$12.5K	﹤0.01%	1371
2024 Q1	$31.2K	Buy	162 +82	+103%	+$18.3K	﹤0.01%	1423
2023 Q4	$17.7K	Hold	80	–	–	﹤0.01%	900
2023 Q3	$12.4K	Hold	80	–	–	﹤0.01%	1007
2023 Q2	$11.7K	Hold	80	–	–	﹤0.01%	995
2023 Q1	$9.35K	Hold	80	–	–	﹤0.01%	1063
2022 Q4	$8.95K	Hold	80	–	–	﹤0.01%	873
2022 Q3	$13K	Hold	80	–	–	﹤0.01%	819
2022 Q2	$11K	Hold	80	–	–	﹤0.01%	764
2022 Q1	$19K	Buy	+80	New	+$19.7K	﹤0.01%	730
2019 Q4	–	Sell	-14	Closed	–	–	883
2019 Q3	$0	Buy	+14	New	+$1.01K	﹤0.01%	882

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

Avior Wealth Management's ZS Position: Q1 2025 in Review

Avior Wealth Management sold out of Zscaler (ZS) in Q1 2025, closing a stake of 214 shares — an estimated $38.6K sold.

Avior Wealth Management first reported a position in ZS in Q3 2019 and held it in 13 quarters. The position peaked at $38.6K in Q4 2024. 766 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

Avior Wealth Management reported no remaining Zscaler position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 214 Zscaler shares in Q1 2025, an estimated $38.6K.
Avior Wealth Management first reported a position in Zscaler in Q3 2019 and held it in 13 quarters.
Avior Wealth Management's Zscaler position peaked at $38.6K in Q4 2024.
766 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.