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Focused Wealth Management’s Zscaler ZS Stock Holding History

Focused 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
Q1 		– Sell
-8
Closed -$1.77K – 1009
2023
Q4 		$1.77K Hold
8
– – ﹤0.01% 788
2023
Q3 		$1.25K Hold
8
– – ﹤0.01% 826
2023
Q2 		$1.17K Hold
8
– – ﹤0.01% 866
2023
Q1 		$935 Hold
8
– – ﹤0.01% 876
2022
Q4 		$895 Sell
8
-450
-98% -$61.1K ﹤0.01% 883
2022
Q3 		$75K Buy
458
+450
+5,625% +$73.6K 0.02% 214
2022
Q2 		$1K Hold
8
– – ﹤0.01% 892
2022
Q1 		$2K Buy
+8
New +$1.97K ﹤0.01% 827

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Focused Wealth Management's ZS Position: Q1 2024 in Review

Focused Wealth Management sold out of Zscaler (ZS) in Q1 2024, closing a stake of 8 shares — an estimated $1.77K sold.

Focused Wealth Management first reported a position in ZS in Q1 2022 and held it in 8 quarters. The position peaked at $75K in Q3 2022. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

  • Focused Wealth Management reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 8 Zscaler shares in Q1 2024, an estimated $1.77K.
  • Focused Wealth Management first reported a position in Zscaler in Q1 2022 and held it in 8 quarters.
  • Focused Wealth Management's Zscaler position peaked at $75K in Q3 2022.
  • 738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.