Caliber Wealth Management (Utah)’s Zscaler ZS Stock Holding History

Caliber Wealth Management (Utah)’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	$2.96M	Sell	15,364 -372	-2%	-$83.2K	1.57%	24
2023 Q4	$3.49M	Sell	15,736 -1,588	-9%	-$294K	2.05%	11
2023 Q3	$2.7M	Buy	17,324 +1,367	+9%	+$205K	1.81%	13
2023 Q2	$2.33M	Buy	+15,957	New	+$1.95M	1.56%	21
2022 Q2	–	Sell	-7,631	Closed	-$1.84M	–	74
2022 Q1	$1.84M	Buy	7,631 +578	+8%	+$142K	1.17%	40
2021 Q4	$1.8M	Buy	7,053 +800	+13%	+$252K	1.24%	42
2021 Q3	$1.88M	Buy	6,253 +333	+6%	+$83.6K	1.33%	35
2021 Q2	$1.28M	Buy	5,920 +460	+8%	+$87.5K	0.91%	46
2021 Q1	$937K	Buy	5,460 +4,453	+442%	+$885K	0.68%	50
2020 Q4	$201K	Buy	+1,007	New	+$160K	0.2%	70

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

Caliber Wealth Management (Utah)'s ZS Position: Q1 2024 in Review

Caliber Wealth Management (Utah) reduced its Zscaler (ZS) stake by 2.4% in Q1 2024, selling an estimated $83.2K and leaving 15,364 shares worth $2.96M. The position accounts for 1.57% of the portfolio, ranked #24.

Caliber Wealth Management (Utah) first reported a position in ZS in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.49M in Q4 2023. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

Caliber Wealth Management (Utah) held 15,364 shares of Zscaler worth $2.96M as of Q1 2024.
Caliber Wealth Management (Utah) sold 372 Zscaler shares in Q1 2024, an estimated $83.2K.
Zscaler made up 1.57% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #24 holding.
Caliber Wealth Management (Utah) first reported a position in Zscaler in Q4 2020 and has held it in 10 quarters since.
Caliber Wealth Management (Utah)'s Zscaler position peaked at $3.49M in Q4 2023.
738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.