IGWM
ZS icon

ICA Group Wealth Management’s Zscaler ZS Stock Holding History

ICA Group Wealth Management’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
Q2 		– Sell
-50
Closed -$9.63K – 1351
2024
Q1 		$9.63K Hold
50
– – ﹤0.01% 892
2023
Q4 		$11.1K Buy
+50
New +$9.26K ﹤0.01% 852
2023
Q3 		– Sell
-50
Closed -$7.32K – 1274
2023
Q2 		$7.32K Hold
50
– – ﹤0.01% 895
2023
Q1 		$5.84K Hold
50
– – ﹤0.01% 911
2022
Q4 		$5.59K Buy
+50
New +$6.79K ﹤0.01% 946

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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ICA Group Wealth Management's ZS Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Zscaler (ZS) in Q2 2024, closing a stake of 50 shares — an estimated $9.63K sold.

ICA Group Wealth Management first reported a position in ZS in Q4 2022 and held it in 5 quarters. The position peaked at $11.1K in Q4 2023. 731 funds tracked by Wall St. Rank hold ZS as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Zscaler position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 50 Zscaler shares in Q2 2024, an estimated $9.63K.
  • ICA Group Wealth Management first reported a position in Zscaler in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Zscaler position peaked at $11.1K in Q4 2023.
  • 731 funds tracked by Wall St. Rank held Zscaler as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.