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MONECO Advisors’s Zscaler ZS Stock Holding History

MONECO 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
Q3 		– Sell
-1,140
Closed -$219K – 451
2024
Q2 		$219K Buy
1,140
+10
+0.9% +$1.78K 0.03% 391
2024
Q1 		$218K Buy
+1,130
New +$253K 0.03% 384
2022
Q2 		– Sell
-985
Closed -$238K – 269
2022
Q1 		$238K Hold
985
– – 0.09% 211
2021
Q4 		$241K Sell
985
-75
-7% -$23.6K 0.09% 211
2021
Q3 		$278K Hold
1,060
– – 0.11% 194
2021
Q2 		$229K Buy
+1,060
New +$202K 0.11% 197
2021
Q1 		– Sell
-1,000
Closed -$207K – 226
2020
Q4 		$207K Buy
+1,000
New +$159K 0.11% 172

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

MONECO Advisors's ZS Position: Q3 2024 in Review

MONECO Advisors sold out of Zscaler (ZS) in Q3 2024, closing a stake of 1,140 shares — an estimated $219K sold.

MONECO Advisors first reported a position in ZS in Q4 2020 and held it in 7 quarters. The position peaked at $278K in Q3 2021. 695 funds tracked by Wall St. Rank hold ZS as of Q3 2024.

  • MONECO Advisors reported no remaining Zscaler position as of Q3 2024 after selling out during the quarter.
  • MONECO Advisors sold 1,140 Zscaler shares in Q3 2024, an estimated $219K.
  • MONECO Advisors first reported a position in Zscaler in Q4 2020 and held it in 7 quarters.
  • MONECO Advisors's Zscaler position peaked at $278K in Q3 2021.
  • 695 funds tracked by Wall St. Rank held Zscaler as of Q3 2024.

Based on MONECO Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.