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Mayflower Financial Advisors’s Zscaler ZS Stock Holding History

Mayflower 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
-1,151
Closed -$255K – 367
2023
Q4 		$255K Sell
1,151
-346
-23% -$64.1K 0.04% 290
2023
Q3 		$233K Sell
1,497
-589
-28% -$88.3K 0.03% 292
2023
Q2 		$305K Sell
2,086
-88
-4% -$10.7K 0.04% 272
2023
Q1 		$254K Buy
2,174
+37
+2% +$4.44K 0.03% 291
2022
Q4 		$239K Sell
2,137
-152
-7% -$20.7K 0.03% 297
2022
Q3 		$376K Buy
2,289
+21
+0.9% +$3.44K 0.06% 225
2022
Q2 		$339K Sell
2,268
-24
-1% -$4.24K 0.05% 235
2022
Q1 		$553K Sell
2,292
-124
-5% -$30.5K 0.07% 188
2021
Q4 		$776K Buy
2,416
+358
+17% +$113K 0.1% 139
2021
Q3 		$613K Buy
2,058
+432
+27% +$108K 0.08% 165
2021
Q2 		$351K Buy
+1,626
New +$309K 0.05% 218

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

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

Mayflower Financial Advisors sold out of Zscaler (ZS) in Q1 2024, closing a stake of 1,151 shares — an estimated $255K sold.

Mayflower Financial Advisors first reported a position in ZS in Q2 2021 and held it in 11 quarters. The position peaked at $776K in Q4 2021. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

  • Mayflower Financial Advisors reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
  • Mayflower Financial Advisors sold 1,151 Zscaler shares in Q1 2024, an estimated $255K.
  • Mayflower Financial Advisors first reported a position in Zscaler in Q2 2021 and held it in 11 quarters.
  • Mayflower Financial Advisors's Zscaler position peaked at $776K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Mayflower Financial Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.