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Oxford Wealth Group’s Zscaler ZS Stock Holding History

Oxford Wealth Group’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
-1,100
Closed -$211K – 71
2024
Q2 		$211K Buy
+1,100
New +$196K 0.15% 64

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

Oxford Wealth Group's ZS Position: Q3 2024 in Review

Oxford Wealth Group sold out of Zscaler (ZS) in Q3 2024, closing a stake of 1,100 shares — an estimated $211K sold.

Oxford Wealth Group first reported a position in ZS in Q2 2024 and held it in 1 quarter. The position peaked at $211K in Q2 2024. 695 funds tracked by Wall St. Rank hold ZS as of Q3 2024.

  • Oxford Wealth Group reported no remaining Zscaler position as of Q3 2024 after selling out during the quarter.
  • Oxford Wealth Group sold 1,100 Zscaler shares in Q3 2024, an estimated $211K.
  • Oxford Wealth Group first reported a position in Zscaler in Q2 2024 and held it in 1 quarter.
  • Oxford Wealth Group's Zscaler position peaked at $211K in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Zscaler as of Q3 2024.

Based on Oxford Wealth Group's 13F filing for Q3 2024, filed 12 Nov 2024.