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Planning Capital Management Corporation’s Zscaler ZS Stock Holding History

Planning Capital Management Corporation’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 		$17.1K Buy
100
+10
+11% +$1.83K 0.01% 337
2024
Q2 		$17.3K Hold
90
– – 0.01% 313
2024
Q1 		$17.3K Hold
90
– – 0.01% 319
2023
Q4 		$19.9K Buy
+90
New +$16.7K 0.02% 294

Other funds holding ZS

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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

Planning Capital Management Corporation's ZS Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Zscaler (ZS) stake by 11% in Q3 2024, buying an estimated $1.83K and bringing the position to 100 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #337.

Planning Capital Management Corporation first reported a position in ZS in Q4 2023 and has held it in 4 quarters since. The position peaked at $19.9K in Q4 2023. 696 funds tracked by Wall St. Rank hold ZS as of Q3 2024.

  • Planning Capital Management Corporation held 100 shares of Zscaler worth $17.1K as of Q3 2024.
  • Planning Capital Management Corporation bought 10 Zscaler shares in Q3 2024, an estimated $1.83K.
  • Zscaler made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #337 holding.
  • Planning Capital Management Corporation first reported a position in Zscaler in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Zscaler position peaked at $19.9K in Q4 2023.
  • 696 funds tracked by Wall St. Rank held Zscaler as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.