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Concord Wealth Partners’s Zscaler ZS Stock Holding History

Concord Wealth Partners’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 		– Sell
-21
Closed -$4.65K – 919
2023
Q4 		$4.65K Hold
21
– – ﹤0.01% 644
2023
Q3 		$3.27K Buy
21
+5
+31% +$750 ﹤0.01% 788
2023
Q2 		$2.34K Hold
16
– – ﹤0.01% 843
2023
Q1 		$1.87K Hold
16
– – ﹤0.01% 824
2022
Q4 		$1.79K Buy
+16
New +$2.17K ﹤0.01% 961
2022
Q3 		– Sell
-4
Closed -$1K – 1207
2022
Q2 		$1K Sell
4
-233
-98% -$41.2K ﹤0.01% 1214
2022
Q1 		$57K Sell
237
-11
-4% -$2.7K 0.01% 408
2021
Q4 		$80K Buy
248
+172
+226% +$54.2K 0.02% 345
2021
Q3 		$20K Sell
76
-121
-61% -$30.4K 0.01% 373
2021
Q2 		$43K Buy
197
+191
+3,183% +$36.3K 0.01% 379
2021
Q1 		$1K Buy
+6
New +$1.19K ﹤0.01% 973

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $105B AUM 38.07% 1-Year Est. Return

Concord Wealth Partners's ZS Position: Q1 2024 in Review

Concord Wealth Partners sold out of Zscaler (ZS) in Q1 2024, closing a stake of 21 shares — an estimated $4.65K sold.

Concord Wealth Partners first reported a position in ZS in Q1 2021 and held it in 11 quarters. The position peaked at $80K in Q4 2021. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

  • Concord Wealth Partners reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 21 Zscaler shares in Q1 2024, an estimated $4.65K.
  • Concord Wealth Partners first reported a position in Zscaler in Q1 2021 and held it in 11 quarters.
  • Concord Wealth Partners's Zscaler position peaked at $80K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.