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	-700	Closed	-$135K	–	961
2024 Q2	$135K	Buy	700 +100	+17%	+$17.8K	0.01%	894
2024 Q1	$116K	Buy	+600	New	+$134K	0.01%	935
2023 Q4	–	Hold	0	–	–	–	825
2023 Q3	–	Sell	-800	Closed	-$117K	–	983
2023 Q2	$117K	Buy	+800	New	+$97.7K	0.01%	911
2022 Q3	–	Hold	0	–	-$45K	–	947
2022 Q2	–	Sell	-700	Closed	-$124K	–	893
2022 Q1	$169K	Sell	700 -300	-30%	-$73.7K	0.01%	874
2021 Q4	$321K	Sell	1,000 -1,000	-50%	-$315K	0.02%	697
2021 Q3	$524K	Buy	2,000 +400	+25%	+$100K	0.03%	492
2021 Q2	$346K	Buy	+1,600	New	+$304K	0.02%	662
2021 Q1	–	Sell	-1,100	Closed	-$220K	–	912
2020 Q4	$220K	Buy	+1,100	New	+$175K	0.01%	783

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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. 695 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.
695 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.