BKM Wealth Management’s Zscaler ZS Stock Holding History

BKM 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 Q1	–	Sell	-35	Closed	-$7.75K	–	583
2023 Q4	$7.75K	Buy	+35	New	+$6.48K	﹤0.01%	475

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

BKM Wealth Management's ZS Position: Q1 2024 in Review

BKM Wealth Management sold out of Zscaler (ZS) in Q1 2024, closing a stake of 35 shares — an estimated $7.75K sold.

BKM Wealth Management first reported a position in ZS in Q4 2023 and held it in 1 quarter. The position peaked at $7.75K in Q4 2023. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

BKM Wealth Management reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 35 Zscaler shares in Q1 2024, an estimated $7.75K.
BKM Wealth Management first reported a position in Zscaler in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Zscaler position peaked at $7.75K in Q4 2023.
738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.