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Benjamin F. Edwards & Company’s Zscaler ZS Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$529K Buy
2,750
+334
+14% +$59.4K 0.01% 675
2024
Q1 		$465K Sell
2,416
-13
-0.5% -$2.91K 0.01% 668
2023
Q4 		$538K Sell
2,429
-25
-1% -$4.63K 0.01% 620
2023
Q3 		$382K Sell
2,454
-6
-0.2% -$900 0.01% 587
2023
Q2 		$360K Sell
2,460
-2
-0.1% -$244 0.01% 586
2023
Q1 		$288K Sell
2,462
-106
-4% -$12.7K 0.01% 612
2022
Q4 		$287K Sell
2,568
-206
-7% -$28K 0.01% 620
2022
Q3 		$456K Sell
2,774
-207
-7% -$33.9K 0.02% 452
2022
Q2 		$446K Sell
2,981
-563
-16% -$99.6K 0.02% 463
2022
Q1 		$855K Sell
3,544
-1,518
-30% -$373K 0.04% 371
2021
Q4 		$1.63M Sell
5,062
-152
-3% -$47.9K 0.07% 264
2021
Q3 		$1.37M Buy
5,214
+1,342
+35% +$337K 0.07% 277
2021
Q2 		$837K Sell
3,872
-90
-2% -$17.1K 0.04% 360
2021
Q1 		$680K Sell
3,962
-74
-2% -$14.7K 0.04% 403
2020
Q4 		$806K Sell
4,036
-1,396
-26% -$222K 0.05% 341
2020
Q3 		$764K Sell
5,432
-168
-3% -$21.8K 0.05% 323
2020
Q2 		$613K Sell
5,600
-173
-3% -$14.4K 0.04% 334
2020
Q1 		$351K Sell
5,773
-252
-4% -$13.9K 0.03% 382
2019
Q4 		$280K Buy
6,025
+950
+19% +$44.1K 0.02% 521
2019
Q3 		$240K Buy
5,075
+3,375
+199% +$243K 0.02% 521
2019
Q2 		$130K Sell
1,700
-100
-6% -$7.12K 0.01% 633
2019
Q1 		$128K Buy
1,800
+500
+38% +$26.6K 0.01% 608
2018
Q4 		$51K Buy
+1,300
New +$49.1K 0.01% 824

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Benjamin F. Edwards & Company's ZS Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Zscaler (ZS) stake by 14% in Q2 2024, buying an estimated $59.4K and bringing the position to 2,750 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #675.

Benjamin F. Edwards & Company first reported a position in ZS in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.63M in Q4 2021. 732 funds tracked by Wall St. Rank hold ZS as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,750 shares of Zscaler worth $529K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 334 Zscaler shares in Q2 2024, an estimated $59.4K.
  • Zscaler made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #675 holding.
  • Benjamin F. Edwards & Company first reported a position in Zscaler in Q4 2018 and has held it in 23 quarters since.
  • Benjamin F. Edwards & Company's Zscaler position peaked at $1.63M in Q4 2021.
  • 732 funds tracked by Wall St. Rank held Zscaler as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.