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Lee Financial’s Zscaler ZS Stock Holding History

Lee Financial’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
-16
Closed -$3.54K – 845
2023
Q4 		$3.54K Buy
+16
New +$2.96K ﹤0.01% 617
2023
Q1 		– Sell
-15
Closed -$1.68K – 971
2022
Q4 		$1.68K Hold
15
– – ﹤0.01% 727
2022
Q3 		$2K Hold
15
– – ﹤0.01% 721
2022
Q2 		$2K Buy
+15
New +$2.65K ﹤0.01% 752
2020
Q4 		– Sell
-500
Closed -$70K – 560
2020
Q3 		$70K Hold
500
– – 0.02% 184
2020
Q2 		$55K Buy
+500
New +$41.6K 0.02% 194

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Lee Financial's ZS Position: Q1 2024 in Review

Lee Financial sold out of Zscaler (ZS) in Q1 2024, closing a stake of 16 shares — an estimated $3.54K sold.

Lee Financial first reported a position in ZS in Q2 2020 and held it in 6 quarters. The position peaked at $70K in Q3 2020. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

  • Lee Financial reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 16 Zscaler shares in Q1 2024, an estimated $3.54K.
  • Lee Financial first reported a position in Zscaler in Q2 2020 and held it in 6 quarters.
  • Lee Financial's Zscaler position peaked at $70K in Q3 2020.
  • 738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

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