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Coppell Advisory Solutions’s Zscaler ZS Stock Holding History

Coppell Advisory Solutions’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
-356
Closed -$65.2K – 1934
2024
Q4 		$65.2K Buy
356
+139
+64% +$26.9K 0.01% 516
2024
Q3 		$37.3K Buy
217
+75
+53% +$13.7K 0.01% 646
2024
Q2 		$27.3K Buy
+142
New +$25.3K ﹤0.01% 667
2023
Q4 		$69.6K Sell
314
-92
-23% -$17K 0.01% 427
2023
Q3 		$45.4K Buy
406
+98
+32% +$14.7K 0.02% 339
2023
Q2 		$44.6K Buy
+308
New +$37.6K 0.01% 418
2023
Q1 		– Sell
-406
Closed -$45.4K – 1122
2022
Q4 		$45.4K Buy
+406
New +$55.2K 0.02% 343

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

Coppell Advisory Solutions's ZS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Zscaler (ZS) in Q1 2025, closing a stake of 356 shares — an estimated $65.2K sold.

Coppell Advisory Solutions first reported a position in ZS in Q4 2022 and held it in 7 quarters. The position peaked at $69.6K in Q4 2023. 766 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Zscaler position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 356 Zscaler shares in Q1 2025, an estimated $65.2K.
  • Coppell Advisory Solutions first reported a position in Zscaler in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Zscaler position peaked at $69.6K in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.