HBC Financial Services’s Zscaler ZS Stock Holding History

HBC Financial 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 Q4	$0	Hold	5	–	–	﹤0.01%	196
2024 Q3	$0	Hold	5	–	–	﹤0.01%	193
2024 Q2	$0	Hold	5	–	–	﹤0.01%	180
2024 Q1	$0	Hold	5	–	–	﹤0.01%	186
2023 Q4	$1K	Hold	5	–	–	﹤0.01%	156
2023 Q3	$0	Hold	5	–	–	﹤0.01%	195
2023 Q2	$0	Hold	5	–	–	﹤0.01%	217
2023 Q1	$0	Hold	5	–	–	﹤0.01%	199
2022 Q4	$0	Hold	5	–	–	﹤0.01%	188
2022 Q3	$0	Hold	5	–	–	﹤0.01%	185
2022 Q2	$0	Hold	5	–	–	﹤0.01%	190
2022 Q1	$1K	Sell	5 -12	-71%	-$2.95K	﹤0.01%	161
2021 Q4	$5K	Hold	17	–	–	﹤0.01%	134
2021 Q3	$4K	Hold	17	–	–	﹤0.01%	128
2021 Q2	$3K	Hold	17	–	–	﹤0.01%	150
2021 Q1	$3.33K	Buy	+17	New	+$3.38K	﹤0.01%	148

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HBC Financial Services's ZS Position: Q4 2024 in Review

HBC Financial Services held its Zscaler (ZS) position steady in Q4 2024 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #196.

HBC Financial Services first reported a position in ZS in Q1 2021 and has held it in 16 quarters since. The position peaked at $5K in Q4 2021. 761 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

HBC Financial Services held 5 shares of Zscaler worth $0 as of Q4 2024.
HBC Financial Services left its Zscaler share count unchanged in Q4 2024.
Zscaler made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #196 holding.
HBC Financial Services first reported a position in Zscaler in Q1 2021 and has held it in 16 quarters since.
HBC Financial Services's Zscaler position peaked at $5K in Q4 2021.
761 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.