Cetera Advisors’s Zscaler ZS Stock Holding History

Cetera Advisors’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	$1.56M	Buy	8,079 +4,804	+147%	+$1.07M	0.01%	936
2023 Q4	$726K	Sell	3,275 -110	-3%	-$20.4K	0.01%	924
2023 Q3	$527K	Sell	3,385 -182	-5%	-$27.3K	0.01%	1034
2023 Q2	$522K	Buy	3,567 +325	+10%	+$39.7K	0.01%	1035
2023 Q1	$379K	Buy	3,242 +271	+9%	+$32.5K	0.01%	1160
2022 Q4	$332K	Buy	+2,971	New	+$404K	0.01%	1179
2022 Q1	–	Sell	-728	Closed	-$234K	–	1542
2021 Q4	$234K	Sell	728 -3,559	-83%	-$1.12M	﹤0.01%	1243
2021 Q3	$1.12M	Buy	+4,287	New	+$1.08M	0.02%	571
2021 Q1	–	Sell	-1,072	Closed	-$214K	–	1253
2020 Q4	$214K	Buy	+1,072	New	+$170K	0.01%	956
2018 Q4	–	Sell	-6,466	Closed	-$267K	–	980
2018 Q3	$267K	Buy	+6,466	New	+$261K	0.01%	769

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

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

First Trust Advisors

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

Geode Capital Management

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

Capital Research Global Investors

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

Two Sigma Advisers

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

Pictet Asset Management

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