Liberty One Investment Management’s Zscaler ZS Stock Holding History

Liberty One Investment 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 Q4	–	Sell	-13	Closed	-$2.22K	–	184
2024 Q3	$2.22K	Sell	13 -67	-84%	-$12.2K	﹤0.01%	172
2024 Q2	$15K	Sell	80 -4	-5%	-$712	﹤0.01%	172
2024 Q1	$16.2K	Hold	84	–	–	﹤0.01%	173
2023 Q4	$18.6K	Buy	84 +12	+17%	+$2.22K	﹤0.01%	143
2023 Q3	$11.2K	Buy	72 +8	+13%	+$1.2K	﹤0.01%	136
2023 Q2	$9.36K	Hold	64	–	–	﹤0.01%	144
2023 Q1	$7.48K	Buy	+64	New	+$7.68K	﹤0.01%	149
2022 Q2	–	Sell	-5	Closed	-$1K	–	170
2022 Q1	$1K	Buy	+5	New	+$1.23K	﹤0.01%	170

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Liberty One Investment Management's ZS Position: Q4 2024 in Review

Liberty One Investment Management sold out of Zscaler (ZS) in Q4 2024, closing a stake of 13 shares — an estimated $2.22K sold.

Liberty One Investment Management first reported a position in ZS in Q1 2022 and held it in 8 quarters. The position peaked at $18.6K in Q4 2023. 759 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

Liberty One Investment Management reported no remaining Zscaler position as of Q4 2024 after selling out during the quarter.
Liberty One Investment Management sold 13 Zscaler shares in Q4 2024, an estimated $2.22K.
Liberty One Investment Management first reported a position in Zscaler in Q1 2022 and held it in 8 quarters.
Liberty One Investment Management's Zscaler position peaked at $18.6K in Q4 2023.
759 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.