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Householder Group Estate & Retirement Specialist’s Zscaler ZS Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-431
Closed -$73K – 1266
2024
Q3 		$73K Sell
431
-20
-4% -$3.65K 0.02% 421
2024
Q2 		$86K Sell
451
-35
-7% -$6.23K 0.02% 378
2024
Q1 		$93.6K Buy
486
+36
+8% +$8.05K 0.03% 353
2023
Q4 		$99K Sell
450
-37
-8% -$6.85K 0.03% 338
2023
Q3 		$75.8K Buy
+487
New +$73K 0.03% 370
2023
Q1 		$29K Buy
+247
New +$29.6K 0.01% 563

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
State Street
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

Householder Group Estate & Retirement Specialist's ZS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Zscaler (ZS) in Q4 2024, closing a stake of 431 shares — an estimated $73K sold.

Householder Group Estate & Retirement Specialist first reported a position in ZS in Q1 2023 and held it in 6 quarters. The position peaked at $99K in Q4 2023. 760 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Zscaler position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 431 Zscaler shares in Q4 2024, an estimated $73K.
  • Householder Group Estate & Retirement Specialist first reported a position in Zscaler in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Zscaler position peaked at $99K in Q4 2023.
  • 760 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.