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Halpern Financial’s Zscaler ZS Stock Holding History

Halpern Financial’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
-20
Closed -$3.73K – 245
2024
Q1 		$3.73K Sell
20
-33
-62% -$7.38K ﹤0.01% 186
2023
Q4 		$11.1K Hold
53
– – ﹤0.01% 182
2023
Q3 		$8.25K Buy
+53
New +$7.95K ﹤0.01% 164
2021
Q4 		– Sell
-26
Closed -$6.82K – 302
2021
Q3 		$6.82K Hold
26
– – ﹤0.01% 201
2021
Q2 		$5.62K Hold
26
– – ﹤0.01% 178
2021
Q1 		$4.46K Hold
26
– – ﹤0.01% 189
2020
Q4 		$5.19K Hold
26
– – ﹤0.01% 163
2020
Q3 		$3.66K Buy
+26
New +$3.38K ﹤0.01% 170

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Halpern Financial's ZS Position: Q2 2024 in Review

Halpern Financial sold out of Zscaler (ZS) in Q2 2024, closing a stake of 20 shares — an estimated $3.73K sold.

Halpern Financial first reported a position in ZS in Q3 2020 and held it in 8 quarters. The position peaked at $11.1K in Q4 2023. 732 funds tracked by Wall St. Rank hold ZS as of Q2 2024.

  • Halpern Financial reported no remaining Zscaler position as of Q2 2024 after selling out during the quarter.
  • Halpern Financial sold 20 Zscaler shares in Q2 2024, an estimated $3.73K.
  • Halpern Financial first reported a position in Zscaler in Q3 2020 and held it in 8 quarters.
  • Halpern Financial's Zscaler position peaked at $11.1K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Zscaler as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.