OIA
ZS icon

Optimum Investment Advisors’s Zscaler ZS Stock Holding History

Optimum Investment 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
-100
Closed -$22.2K – 669
2023
Q4 		$22.2K Hold
100
– – 0.01% 434
2023
Q3 		$15.6K Buy
+100
New +$15K 0.01% 500
2022
Q4 		– Sell
-400
Closed -$66K – 842
2022
Q3 		$66K Hold
400
– – 0.04% 340
2022
Q2 		$60K Sell
400
-525
-57% -$92.8K 0.03% 368
2022
Q1 		$223K Hold
925
– – 0.09% 192
2021
Q4 		$297K Hold
925
– – 0.12% 172
2021
Q3 		$243K Sell
925
-600
-39% -$151K 0.1% 190
2021
Q2 		$329K Hold
1,525
– – 0.1% 190
2021
Q1 		$262K Hold
1,525
– – 0.08% 220
2020
Q4 		$305K Sell
1,525
-100
-6% -$15.9K 0.09% 195
2020
Q3 		$229K Hold
1,625
– – 0.08% 219
2020
Q2 		$178K Sell
1,625
-575
-26% -$47.8K 0.06% 251
2020
Q1 		$134K Sell
2,200
-900
-29% -$49.5K 0.05% 266
2019
Q4 		$144K Sell
3,100
-500
-14% -$23.2K 0.04% 325
2019
Q3 		$170K Buy
3,600
+200
+6% +$14.4K 0.05% 297
2019
Q2 		$261K Sell
3,400
-500
-13% -$35.6K 0.08% 228
2019
Q1 		$277K Buy
3,900
+1,200
+44% +$63.7K 0.09% 225
2018
Q4 		$106K Sell
2,700
-700
-21% -$26.4K 0.04% 355
2018
Q3 		$139K Buy
3,400
+2,400
+240% +$97K 0.04% 354
2018
Q2 		$36K Buy
+1,000
New +$30.5K 0.01% 598

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