EWM
ZS icon

Executive Wealth Management’s Zscaler ZS Stock Holding History

Executive Wealth Management’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 		$279K Sell
1,546
-93
-6% -$18K 0.02% 220
2024
Q3 		$280K Buy
+1,639
New +$299K 0.02% 225

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's ZS Position: Q4 2024 in Review

Executive Wealth Management reduced its Zscaler (ZS) stake by 5.7% in Q4 2024, selling an estimated $18K and leaving 1,546 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #220.

Executive Wealth Management first reported a position in ZS in Q3 2024 and has held it in 2 quarters since. The position peaked at $280K in Q3 2024. 759 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

  • Executive Wealth Management held 1,546 shares of Zscaler worth $279K as of Q4 2024.
  • Executive Wealth Management sold 93 Zscaler shares in Q4 2024, an estimated $18K.
  • Zscaler made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #220 holding.
  • Executive Wealth Management first reported a position in Zscaler in Q3 2024 and has held it in 2 quarters since.
  • Executive Wealth Management's Zscaler position peaked at $280K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.