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
2022 Q3	–	Sell	-500	Closed	-$1K	–	900
2022 Q2	$1K	Buy	+500	New	+$88.4K	﹤0.01%	815

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

Optimum Investment Advisors's ZS Position: Q1 2024 in Review

Optimum Investment Advisors sold out of Zscaler (ZS) in Q1 2024, closing a stake of 100 shares — an estimated $22.2K sold.

Optimum Investment Advisors first reported a position in ZS in Q2 2018 and held it in 20 quarters. The position peaked at $329K in Q2 2021. 739 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

Optimum Investment Advisors reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
Optimum Investment Advisors sold 100 Zscaler shares in Q1 2024, an estimated $22.2K.
Optimum Investment Advisors first reported a position in Zscaler in Q2 2018 and held it in 20 quarters.
Optimum Investment Advisors's Zscaler position peaked at $329K in Q2 2021.
739 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.