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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Phoenix Financial's ZS Position: Q3 2024 in Review

Phoenix Financial sold out of Zscaler (ZS) in Q3 2024, closing a stake of 7,834 shares — an estimated $1.51M sold.

Phoenix Financial first reported a position in ZS in Q4 2020 and held it in 11 quarters. The position peaked at $1.85M in Q4 2023. 697 funds tracked by Wall St. Rank hold ZS as of Q3 2024.

  • Phoenix Financial reported no remaining Zscaler position as of Q3 2024 after selling out during the quarter.
  • Phoenix Financial sold 7,834 Zscaler shares in Q3 2024, an estimated $1.51M.
  • Phoenix Financial first reported a position in Zscaler in Q4 2020 and held it in 11 quarters.
  • Phoenix Financial's Zscaler position peaked at $1.85M in Q4 2023.
  • 697 funds tracked by Wall St. Rank held Zscaler as of Q3 2024.

Based on Phoenix Financial's 13F filing for Q3 2024, filed 5 Nov 2024.