Fortis Capital Advisors’s Zscaler ZS Stock Holding History

Fortis Capital 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 Q2	–	Sell	-7,295	Closed	-$1.41M	–	195
2024 Q1	$1.41M	Buy	7,295 +1,328	+22%	+$297K	0.59%	28
2023 Q4	$1.32M	Buy	+5,967	New	+$1.11M	0.71%	25

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fortis Capital Advisors's ZS Position: Q2 2024 in Review

Fortis Capital Advisors sold out of Zscaler (ZS) in Q2 2024, closing a stake of 7,295 shares — an estimated $1.41M sold.

Fortis Capital Advisors first reported a position in ZS in Q4 2023 and held it in 2 quarters. The position peaked at $1.41M in Q1 2024. 732 funds tracked by Wall St. Rank hold ZS as of Q2 2024.

Fortis Capital Advisors reported no remaining Zscaler position as of Q2 2024 after selling out during the quarter.
Fortis Capital Advisors sold 7,295 Zscaler shares in Q2 2024, an estimated $1.41M.
Fortis Capital Advisors first reported a position in Zscaler in Q4 2023 and held it in 2 quarters.
Fortis Capital Advisors's Zscaler position peaked at $1.41M in Q1 2024.
732 funds tracked by Wall St. Rank held Zscaler as of Q2 2024.

Based on Fortis Capital Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.