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%	198
2024 Q3	$0	Hold	5	–	–	﹤0.01%	195
2024 Q2	$0	Hold	5	–	–	﹤0.01%	182
2024 Q1	$0	Hold	5	–	–	﹤0.01%	188
2023 Q4	$1K	Hold	5	–	–	﹤0.01%	156
2023 Q3	$0	Hold	5	–	–	﹤0.01%	197
2023 Q2	$0	Hold	5	–	–	﹤0.01%	219
2023 Q1	$0	Hold	5	–	–	﹤0.01%	201
2022 Q4	$0	Hold	5	–	–	﹤0.01%	191
2022 Q3	$0	Hold	5	–	–	﹤0.01%	187
2022 Q2	$0	Hold	5	–	–	﹤0.01%	191
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 $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Trust Advisors

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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