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Goodman Advisory Group’s Zscaler ZS Stock Holding History

Goodman Advisory Group’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
-198
Closed -$38.1K – 211
2024
Q1 		$38.1K Hold
198
– – 0.01% 104
2023
Q4 		$43.9K Sell
198
-2,089
-91% -$387K 0.01% 96
2023
Q3 		$356K Sell
2,287
-7,927
-78% -$1.19M 0.13% 57
2023
Q2 		$1.49M Buy
10,214
+10,114
+10,114% +$1.23M 0.55% 40
2023
Q1 		$11.7K Hold
100
– – 0.01% 111
2022
Q4 		$11K Hold
100
– – 0.01% 107
2022
Q3 		$16K Hold
100
– – 0.01% 102
2022
Q2 		$15K Buy
+100
New +$17.7K 0.01% 108

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Goodman Advisory Group's ZS Position: Q2 2024 in Review

Goodman Advisory Group sold out of Zscaler (ZS) in Q2 2024, closing a stake of 198 shares — an estimated $38.1K sold.

Goodman Advisory Group first reported a position in ZS in Q2 2022 and held it in 8 quarters. The position peaked at $1.49M in Q2 2023. 732 funds tracked by Wall St. Rank hold ZS as of Q2 2024.

  • Goodman Advisory Group reported no remaining Zscaler position as of Q2 2024 after selling out during the quarter.
  • Goodman Advisory Group sold 198 Zscaler shares in Q2 2024, an estimated $38.1K.
  • Goodman Advisory Group first reported a position in Zscaler in Q2 2022 and held it in 8 quarters.
  • Goodman Advisory Group's Zscaler position peaked at $1.49M in Q2 2023.
  • 732 funds tracked by Wall St. Rank held Zscaler as of Q2 2024.

Based on Goodman Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.