RIA
ZS icon

Regal Investment Advisors’s Zscaler ZS Stock Holding History

Regal Investment Advisors’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
Q1 		– Sell
-1,006
Closed -$223K – 608
2023
Q4 		$223K Sell
1,006
-383
-28% -$70.9K 0.02% 490
2023
Q3 		$216K Buy
+1,389
New +$208K 0.02% 450
2021
Q3 		– Sell
-1,160
Closed -$251K – 553
2021
Q2 		$251K Buy
+1,160
New +$221K 0.03% 459

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Regal Investment Advisors's ZS Position: Q1 2024 in Review

Regal Investment Advisors sold out of Zscaler (ZS) in Q1 2024, closing a stake of 1,006 shares — an estimated $223K sold.

Regal Investment Advisors first reported a position in ZS in Q2 2021 and held it in 3 quarters. The position peaked at $251K in Q2 2021. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

  • Regal Investment Advisors reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 1,006 Zscaler shares in Q1 2024, an estimated $223K.
  • Regal Investment Advisors first reported a position in Zscaler in Q2 2021 and held it in 3 quarters.
  • Regal Investment Advisors's Zscaler position peaked at $251K in Q2 2021.
  • 738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.