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Cassady Schiller Wealth Management’s Zscaler ZS Stock Holding History

Cassady Schiller 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
Q4 		$361 Buy
+2
New +$387 ﹤0.01% 1026

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's ZS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Zscaler (ZS) in Q4 2024: 2 shares worth $361. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

759 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

  • Cassady Schiller Wealth Management held 2 shares of Zscaler worth $361 as of Q4 2024.
  • Zscaler was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Zscaler made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1026 holding.
  • 759 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.