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C.M. Bidwell & Associates’s Zscaler ZS Stock Holding History

C.M. Bidwell & Associates’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
-1,259
Closed -$227K – 530
2024
Q4 		$227K Sell
1,259
-30
-2% -$5.81K 0.14% 108
2024
Q3 		$220K Sell
1,289
-30
-2% -$5.48K 0.13% 117
2024
Q2 		$253K Buy
1,319
+34
+3% +$6.05K 0.17% 101
2024
Q1 		$248K Sell
1,285
-30
-2% -$6.71K 0.17% 106
2023
Q4 		$291K Buy
1,315
+534
+68% +$98.9K 0.22% 82
2023
Q3 		$122K Sell
781
-4
-0.5% -$600 0.09% 192
2023
Q2 		$115K Buy
+785
New +$95.9K 0.08% 212

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

C.M. Bidwell & Associates's ZS Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of Zscaler (ZS) in Q1 2025, closing a stake of 1,259 shares — an estimated $227K sold.

C.M. Bidwell & Associates first reported a position in ZS in Q2 2023 and held it in 7 quarters. The position peaked at $291K in Q4 2023. 766 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

  • C.M. Bidwell & Associates reported no remaining Zscaler position as of Q1 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,259 Zscaler shares in Q1 2025, an estimated $227K.
  • C.M. Bidwell & Associates first reported a position in Zscaler in Q2 2023 and held it in 7 quarters.
  • C.M. Bidwell & Associates's Zscaler position peaked at $291K in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.