LM Advisors’s Zscaler ZS Stock Holding History

LM 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	-25	Closed	-$5.54K	–	722
2023 Q4	$5.54K	Buy	+25	New	+$4.63K	﹤0.01%	587

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

LM Advisors's ZS Position: Q1 2024 in Review

LM Advisors sold out of Zscaler (ZS) in Q1 2024, closing a stake of 25 shares — an estimated $5.54K sold.

LM Advisors first reported a position in ZS in Q4 2023 and held it in 1 quarter. The position peaked at $5.54K in Q4 2023. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

LM Advisors reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 25 Zscaler shares in Q1 2024, an estimated $5.54K.
LM Advisors first reported a position in Zscaler in Q4 2023 and held it in 1 quarter.
LM Advisors's Zscaler position peaked at $5.54K in Q4 2023.
738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.