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Level Financial Advisors’s Zscaler ZS Stock Holding History

Level Financial Advisors’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
-200
Closed -$44.3K – 271
2023
Q4 		$44.3K Hold
200
– – 0.02% 124
2023
Q3 		$31.1K Hold
200
– – 0.02% 132
2023
Q2 		$29.3K Buy
200
+50
+33% +$6.11K 0.02% 132
2023
Q1 		$17.5K Buy
150
+50
+50% +$6K 0.01% 144
2022
Q4 		$11K Buy
+100
New +$13.6K 0.01% 162

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

Level Financial Advisors's ZS Position: Q1 2024 in Review

Level Financial Advisors sold out of Zscaler (ZS) in Q1 2024, closing a stake of 200 shares — an estimated $44.3K sold.

Level Financial Advisors first reported a position in ZS in Q4 2022 and held it in 5 quarters. The position peaked at $44.3K in Q4 2023. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

  • Level Financial Advisors reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 200 Zscaler shares in Q1 2024, an estimated $44.3K.
  • Level Financial Advisors first reported a position in Zscaler in Q4 2022 and held it in 5 quarters.
  • Level Financial Advisors's Zscaler position peaked at $44.3K in Q4 2023.
  • 738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.