Glassman Wealth Services’s Zscaler ZS Stock Holding History

Glassman Wealth 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 Q1	–	Sell	-15	Closed	-$3.32K	–	1888
2023 Q4	$3.32K	Buy	15 +5	+50%	+$926	﹤0.01%	1190
2023 Q3	$1.56K	Hold	10	–	–	﹤0.01%	1414
2023 Q2	$1.46K	Sell	10 -42	-81%	-$5.13K	﹤0.01%	1339
2023 Q1	$6.08K	Sell	52 -36	-41%	-$4.32K	﹤0.01%	952
2022 Q4	$9.85K	Buy	88 +37	+73%	+$5.03K	﹤0.01%	825
2022 Q3	$8K	Buy	51 +4	+9%	+$654	﹤0.01%	884
2022 Q2	$7K	Sell	47 -77	-62%	-$13.6K	﹤0.01%	930
2022 Q1	$30K	Buy	124 +26	+27%	+$6.39K	0.01%	532
2021 Q4	$31K	Buy	98 +9	+10%	+$2.83K	0.01%	502
2021 Q3	$23K	Buy	89 +4	+5%	+$1K	﹤0.01%	554
2021 Q2	$18K	Buy	85 +1	+1%	+$190	﹤0.01%	607
2021 Q1	$14K	Buy	+84	New	+$16.7K	﹤0.01%	643
2020 Q4	–	Sell	-100	Closed	-$14K	–	1547
2020 Q3	$14K	Sell	100 -50	-33%	-$6.49K	﹤0.01%	541
2020 Q2	$16K	Buy	+150	New	+$12.5K	0.01%	422
2019 Q3	–	Sell	-3	Closed	–	–	1409
2019 Q2	$0	Buy	+3	New	+$214	﹤0.01%	1404

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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