Laird Norton Wetherby Wealth Management’s Zscaler ZS Stock Holding History

Laird Norton Wetherby 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 Q3	–	Sell	-563	Closed	-$108K	–	962
2024 Q2	$108K	Buy	563 +23	+4%	+$4.09K	0.01%	905
2024 Q1	$104K	Buy	540 +7	+1%	+$1.57K	0.01%	940
2023 Q4	$118K	Buy	+533	New	+$98.7K	0.01%	885
2023 Q3	–	Sell	-603	Closed	-$88.2K	–	984
2023 Q2	$88.2K	Buy	+603	New	+$73.6K	﹤0.01%	931
2022 Q4	–	Sell	-1,463	Closed	-$240K	–	965
2022 Q3	$240K	Buy	1,463 +424	+41%	+$69.4K	0.02%	737
2022 Q2	$155K	Sell	1,039 -202	-16%	-$35.7K	0.01%	839
2022 Q1	$299K	Sell	1,241 -62	-5%	-$15.2K	0.02%	716
2021 Q4	$419K	Sell	1,303 -71	-5%	-$22.4K	0.02%	590
2021 Q3	$360K	Buy	1,374 +284	+26%	+$71.3K	0.02%	634
2021 Q2	$236K	Buy	+1,090	New	+$207K	0.01%	802
2021 Q1	–	Sell	-1,098	Closed	-$219K	–	913
2020 Q4	$219K	Buy	+1,098	New	+$175K	0.01%	786

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ZS Position: Q3 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Zscaler (ZS) in Q3 2024, closing a stake of 563 shares — an estimated $108K sold.

Laird Norton Wetherby Wealth Management first reported a position in ZS in Q4 2020 and held it in 11 quarters. The position peaked at $419K in Q4 2021. 697 funds tracked by Wall St. Rank hold ZS as of Q3 2024.

Laird Norton Wetherby Wealth Management reported no remaining Zscaler position as of Q3 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 563 Zscaler shares in Q3 2024, an estimated $108K.
Laird Norton Wetherby Wealth Management first reported a position in Zscaler in Q4 2020 and held it in 11 quarters.
Laird Norton Wetherby Wealth Management's Zscaler position peaked at $419K in Q4 2021.
697 funds tracked by Wall St. Rank held Zscaler as of Q3 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.