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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
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 $3.38T AUM 44.17% 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

Glassman Wealth Services's ZS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Zscaler (ZS) in Q1 2024, closing a stake of 15 shares — an estimated $3.32K sold.

Glassman Wealth Services first reported a position in ZS in Q2 2019 and held it in 15 quarters. The position peaked at $31K in Q4 2021. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 15 Zscaler shares in Q1 2024, an estimated $3.32K.
  • Glassman Wealth Services first reported a position in Zscaler in Q2 2019 and held it in 15 quarters.
  • Glassman Wealth Services's Zscaler position peaked at $31K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.