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First Personal Financial Services’s Zscaler ZS Stock Holding History

First Personal Financial Services’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
Q3 		$171 Buy
+1
New +$183 ﹤0.01% 486
2023
Q2 		– Sell
-25
Closed -$2.92K – 412
2023
Q1 		$2.92K Sell
25
-2
-7% -$240 ﹤0.01% 376
2022
Q4 		$3.02K Sell
27
-129
-83% -$17.5K ﹤0.01% 367
2022
Q3 		$26K Buy
+156
New +$25.5K 0.01% 270

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Personal Financial Services's ZS Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Zscaler (ZS) in Q3 2024: 1 share worth $171. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in ZS as recently as Q1 2023.

First Personal Financial Services first reported a position in ZS in Q3 2022 and has held it in 4 quarters since. The position peaked at $26K in Q3 2022. 695 funds tracked by Wall St. Rank hold ZS as of Q3 2024.

  • First Personal Financial Services held 1 share of Zscaler worth $171 as of Q3 2024.
  • Zscaler was a new First Personal Financial Services position in Q3 2024.
  • Zscaler made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #486 holding.
  • First Personal Financial Services first reported a position in Zscaler in Q3 2022 and has held it in 4 quarters since.
  • First Personal Financial Services's Zscaler position peaked at $26K in Q3 2022.
  • 695 funds tracked by Wall St. Rank held Zscaler as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.