HoyleCohen’s Zscaler ZS Stock Holding History

HoyleCohen’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	-906	Closed	-$201K	–	286
2023 Q4	$201K	Buy	+906	New	+$168K	0.02%	260
2022 Q4	–	Sell	-1,361	Closed	-$224K	–	270
2022 Q3	$224K	Sell	1,361 -125	-8%	-$20.5K	0.02%	231
2022 Q2	$222K	Buy	1,486 +585	+65%	+$103K	0.02%	239
2022 Q1	$217K	Sell	901 -32	-3%	-$7.86K	0.02%	257
2021 Q4	$300K	Buy	933 +140	+18%	+$44.1K	0.02%	231
2021 Q3	$208K	Buy	+793	New	+$199K	0.02%	258

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

HoyleCohen's ZS Position: Q1 2024 in Review

HoyleCohen sold out of Zscaler (ZS) in Q1 2024, closing a stake of 906 shares — an estimated $201K sold.

HoyleCohen first reported a position in ZS in Q3 2021 and held it in 6 quarters. The position peaked at $300K in Q4 2021. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

HoyleCohen reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
HoyleCohen sold 906 Zscaler shares in Q1 2024, an estimated $201K.
HoyleCohen first reported a position in Zscaler in Q3 2021 and held it in 6 quarters.
HoyleCohen's Zscaler position peaked at $300K in Q4 2021.
738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on HoyleCohen's 13F filing for Q1 2024, filed 15 May 2024.