Evernest Financial Advisors’s Zscaler ZS Stock Holding History

Evernest Financial 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 Q4	–	Sell	-1,300	Closed	-$222K	–	182
2024 Q3	$222K	Buy	+1,300	New	+$237K	0.06%	149

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Evernest Financial Advisors's ZS Position: Q4 2024 in Review

Evernest Financial Advisors sold out of Zscaler (ZS) in Q4 2024, closing a stake of 1,300 shares — an estimated $222K sold.

Evernest Financial Advisors first reported a position in ZS in Q3 2024 and held it in 1 quarter. The position peaked at $222K in Q3 2024. 759 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

Evernest Financial Advisors reported no remaining Zscaler position as of Q4 2024 after selling out during the quarter.
Evernest Financial Advisors sold 1,300 Zscaler shares in Q4 2024, an estimated $222K.
Evernest Financial Advisors first reported a position in Zscaler in Q3 2024 and held it in 1 quarter.
Evernest Financial Advisors's Zscaler position peaked at $222K in Q3 2024.
759 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on Evernest Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.