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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 $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
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