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Buck Wealth Strategies’s Zscaler ZS Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-120
Closed -$18.7K – 353
2023
Q3 		$18.7K Hold
120
– – 0.01% 163
2023
Q2 		$17.6K Hold
120
– – 0.01% 119
2023
Q1 		$14K Buy
+120
New +$14.4K 0.01% 98

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Buck Wealth Strategies's ZS Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Zscaler (ZS) in Q4 2023, closing a stake of 120 shares — an estimated $18.7K sold.

Buck Wealth Strategies first reported a position in ZS in Q1 2023 and held it in 3 quarters. The position peaked at $18.7K in Q3 2023. 739 funds tracked by Wall St. Rank hold ZS as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Zscaler position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 120 Zscaler shares in Q4 2023, an estimated $18.7K.
  • Buck Wealth Strategies first reported a position in Zscaler in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Zscaler position peaked at $18.7K in Q3 2023.
  • 739 funds tracked by Wall St. Rank held Zscaler as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.