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Gladstone Institutional Advisory’s Zscaler ZS Stock Holding History

Gladstone Institutional Advisory’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
-1,104
Closed -$245K – 720
2023
Q4 		$245K Buy
+1,104
New +$204K 0.01% 572
2021
Q4 		– Sell
-977
Closed -$256K – 636
2021
Q3 		$256K Buy
+977
New +$245K 0.03% 464

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $105B AUM 38.07% 1-Year Est. Return

Gladstone Institutional Advisory's ZS Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Zscaler (ZS) in Q1 2024, closing a stake of 1,104 shares — an estimated $245K sold.

Gladstone Institutional Advisory first reported a position in ZS in Q3 2021 and held it in 2 quarters. The position peaked at $256K in Q3 2021. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

  • Gladstone Institutional Advisory reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,104 Zscaler shares in Q1 2024, an estimated $245K.
  • Gladstone Institutional Advisory first reported a position in Zscaler in Q3 2021 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Zscaler position peaked at $256K in Q3 2021.
  • 738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.