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Beaird Harris Wealth Management’s Zscaler ZS Stock Holding History

Beaird Harris 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
2024
Q3 		– Sell
-42
Closed -$8.07K – 719
2024
Q2 		$8.07K Buy
42
+10
+31% +$1.78K ﹤0.01% 397
2024
Q1 		$6.17K Hold
32
– – ﹤0.01% 373
2023
Q4 		$7.09K Hold
32
– – ﹤0.01% 354
2023
Q3 		$4.98K Buy
32
+10
+45% +$1.5K ﹤0.01% 306
2023
Q2 		$3.22K Buy
22
+10
+83% +$1.22K ﹤0.01% 347
2023
Q1 		$1.4K Hold
12
– – ﹤0.01% 392
2022
Q4 		$1.34K Sell
12
-6
-33% -$815 ﹤0.01% 624
2022
Q3 		$3K Buy
+18
New +$2.94K ﹤0.01% 387
2022
Q2 		– Sell
-18
Closed -$4K – 642
2022
Q1 		$4K Buy
18
+6
+50% +$1.47K ﹤0.01% 468
2021
Q4 		$4K Buy
+12
New +$3.78K ﹤0.01% 511

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Beaird Harris Wealth Management's ZS Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Zscaler (ZS) in Q3 2024, closing a stake of 42 shares — an estimated $8.07K sold.

Beaird Harris Wealth Management first reported a position in ZS in Q4 2021 and held it in 10 quarters. The position peaked at $8.07K in Q2 2024. 695 funds tracked by Wall St. Rank hold ZS as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Zscaler position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 42 Zscaler shares in Q3 2024, an estimated $8.07K.
  • Beaird Harris Wealth Management first reported a position in Zscaler in Q4 2021 and held it in 10 quarters.
  • Beaird Harris Wealth Management's Zscaler position peaked at $8.07K in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Zscaler as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.