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Provence Wealth Management Group’s Zscaler ZS Stock Holding History

Provence Wealth Management 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
2023
Q4 		$17.7K Hold
80
– – 0.01% 277
2023
Q3 		$12.4K Buy
+80
New +$12K 0.01% 289

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Provence Wealth Management Group's ZS Position: Q4 2023 in Review

Provence Wealth Management Group held its Zscaler (ZS) position steady in Q4 2023 at 80 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #277.

Provence Wealth Management Group first reported a position in ZS in Q3 2023 and has held it in 2 quarters since. 740 funds tracked by Wall St. Rank hold ZS as of Q4 2023.

  • Provence Wealth Management Group held 80 shares of Zscaler worth $17.7K as of Q4 2023.
  • Provence Wealth Management Group left its Zscaler share count unchanged in Q4 2023.
  • Zscaler made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #277 holding.
  • Provence Wealth Management Group first reported a position in Zscaler in Q3 2023 and has held it in 2 quarters since.
  • 740 funds tracked by Wall St. Rank held Zscaler as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.