Gradient Investments’s Zscaler ZS Stock Holding History

Gradient Investments’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 Q3	–	Sell	-20	Closed	-$3.84K	–	1338
2024 Q2	$3.84K	Hold	20	–	–	﹤0.01%	895
2024 Q1	$3.85K	Hold	20	–	–	﹤0.01%	762
2023 Q4	$4.43K	Buy	+20	New	+$3.7K	﹤0.01%	1025
2022 Q3	–	Sell	-50	Closed	-$7K	–	1564
2022 Q2	$7K	Buy	+50	New	+$8.84K	﹤0.01%	852
2022 Q1	–	Sell	-13	Closed	-$4K	–	1370
2021 Q4	$4K	Buy	+13	New	+$4.09K	﹤0.01%	991

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Gradient Investments's ZS Position: Q3 2024 in Review

Gradient Investments sold out of Zscaler (ZS) in Q3 2024, closing a stake of 20 shares — an estimated $3.84K sold.

Gradient Investments first reported a position in ZS in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q2 2022. 695 funds tracked by Wall St. Rank hold ZS as of Q3 2024.

Gradient Investments reported no remaining Zscaler position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 20 Zscaler shares in Q3 2024, an estimated $3.84K.
Gradient Investments first reported a position in Zscaler in Q4 2021 and held it in 5 quarters.
Gradient Investments's Zscaler position peaked at $7K in Q2 2022.
695 funds tracked by Wall St. Rank held Zscaler as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.