Phoenix Financial’s Zscaler ZS Stock Holding History

Phoenix Financial’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	-7,834	Closed	-$1.51M	–	410
2024 Q2	$1.51M	Buy	7,834 +143	+2%	+$25.4K	0.02%	195
2024 Q1	$1.48M	Buy	7,691 +289	+4%	+$64.7K	0.02%	208
2023 Q4	$1.85M	Buy	7,402 +1,095	+17%	+$203K	0.03%	196
2023 Q3	$981K	Buy	6,307 +1,015	+19%	+$152K	0.02%	226
2023 Q2	$774K	Buy	5,292 +1,395	+36%	+$170K	0.02%	228
2023 Q1	$455K	Buy	3,897 +1,115	+40%	+$134K	0.01%	221
2022 Q4	$311K	Hold	2,782	–	–	0.01%	242
2022 Q3	$462K	Buy	2,782 +417	+18%	+$68.2K	0.01%	253
2022 Q2	$354K	Buy	2,365 +452	+24%	+$79.9K	0.01%	302
2022 Q1	$462K	Buy	+1,913	New	+$470K	0.01%	299
2021 Q1	–	Sell	-1,435	Closed	-$288K	–	484
2020 Q4	$288K	Buy	+1,435	New	+$228K	0.01%	309

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

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 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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return