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Colonial Trust’s Zscaler ZS Stock Holding History

Colonial Trust’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
-156
Closed -$28.1K – 1347
2024
Q4 		$28.1K Buy
+156
New +$30.2K ﹤0.01% 712
2024
Q2 		– Sell
-16
Closed -$3.1K – 1030
2024
Q1 		$3.1K Sell
16
-2
-11% -$447 ﹤0.01% 889
2023
Q4 		$4.04K Buy
18
+4
+29% +$741 ﹤0.01% 817
2023
Q3 		$2.1K Buy
+14
New +$2.1K ﹤0.01% 894

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

Colonial Trust's ZS Position: Q1 2025 in Review

Colonial Trust sold out of Zscaler (ZS) in Q1 2025, closing a stake of 156 shares — an estimated $28.1K sold.

Colonial Trust first reported a position in ZS in Q3 2023 and held it in 4 quarters. The position peaked at $28.1K in Q4 2024. 766 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

  • Colonial Trust reported no remaining Zscaler position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust sold 156 Zscaler shares in Q1 2025, an estimated $28.1K.
  • Colonial Trust first reported a position in Zscaler in Q3 2023 and held it in 4 quarters.
  • Colonial Trust's Zscaler position peaked at $28.1K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.