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Harvest Investment Services’s Zscaler ZS Stock Holding History

Harvest Investment 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
-3,366
Closed -$746K – 214
2023
Q4 		$746K Buy
+3,366
New +$623K 0.34% 81
2021
Q4 		– Sell
-6,502
Closed -$1.7M – 319
2021
Q3 		$1.7M Sell
6,502
-2
-0% -$502 0.7% 27
2021
Q2 		$1.41M Sell
6,504
-927
-12% -$176K 0.59% 41
2021
Q1 		$1.27M Buy
7,431
+2,882
+63% +$573K 0.57% 44
2020
Q4 		$908K Sell
4,549
-1,613
-26% -$257K 0.47% 53
2020
Q3 		$866K Sell
6,162
-1,160
-16% -$151K 0.5% 52
2020
Q2 		$801K Buy
+7,322
New +$609K 0.47% 51

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

Harvest Investment Services's ZS Position: Q1 2024 in Review

Harvest Investment Services sold out of Zscaler (ZS) in Q1 2024, closing a stake of 3,366 shares — an estimated $746K sold.

Harvest Investment Services first reported a position in ZS in Q2 2020 and held it in 7 quarters. The position peaked at $1.7M in Q3 2021. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

  • Harvest Investment Services reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
  • Harvest Investment Services sold 3,366 Zscaler shares in Q1 2024, an estimated $746K.
  • Harvest Investment Services first reported a position in Zscaler in Q2 2020 and held it in 7 quarters.
  • Harvest Investment Services's Zscaler position peaked at $1.7M in Q3 2021.
  • 738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Harvest Investment Services's 13F filing for Q1 2024, filed 13 May 2024.