Financial Gravity Asset Management’s Zscaler ZS Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-5	Closed	-$976	–	2479
2024 Q1	$976	Buy	+5	New	+$1.12K	﹤0.01%	1243
2023 Q3	–	Sell	-146	Closed	-$910	–	1800
2023 Q2	$910	Buy	+146	New	+$17.8K	﹤0.01%	833
2023 Q1	–	Sell	-112	Closed	-$1.31K	–	1701
2022 Q4	$1.31K	Buy	+112	New	+$15.2K	0.01%	615
2022 Q1	–	Sell	-7,383	Closed	-$14K	–	1033
2021 Q4	$14K	Buy	7,383 +7,339	+16,680%	+$2.31M	0.32%	72
2021 Q3	$262K	Sell	44 -1	-2%	-$251	0.12%	139
2021 Q2	$216K	Buy	+45	New	+$8.56K	0.08%	175
2019 Q4	–	Sell	-5	Closed	–	–	1727
2019 Q3	$0	Buy	+5	New	+$360	﹤0.01%	1590

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

Financial Gravity Asset Management's ZS Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Zscaler (ZS) in Q2 2024, closing a stake of 5 shares — an estimated $976 sold.

Financial Gravity Asset Management first reported a position in ZS in Q3 2019 and held it in 7 quarters. The position peaked at $262K in Q3 2021. 731 funds tracked by Wall St. Rank hold ZS as of Q2 2024.

Financial Gravity Asset Management reported no remaining Zscaler position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 5 Zscaler shares in Q2 2024, an estimated $976.
Financial Gravity Asset Management first reported a position in Zscaler in Q3 2019 and held it in 7 quarters.
Financial Gravity Asset Management's Zscaler position peaked at $262K in Q3 2021.
731 funds tracked by Wall St. Rank held Zscaler as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.