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Riverview Trust Company’s Zscaler ZS Stock Holding History

Riverview Trust Company’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
Q4 		– Sell
-2
Closed -$342 – 916
2024
Q3 		$342 Buy
+2
New +$365 ﹤0.01% 821
2023
Q2 		– Sell
-137
Closed -$16K – 766
2023
Q1 		$16K Buy
+137
New +$16.4K 0.01% 433
2022
Q3 		– Sell
-244
Closed -$36K – 920
2022
Q2 		$36K Buy
244
+168
+221% +$29.7K 0.03% 255
2022
Q1 		$18K Buy
+76
New +$18.7K 0.01% 543

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverview Trust Company's ZS Position: Q4 2024 in Review

Riverview Trust Company sold out of Zscaler (ZS) in Q4 2024, closing a stake of 2 shares — an estimated $342 sold.

Riverview Trust Company first reported a position in ZS in Q1 2022 and held it in 4 quarters. The position peaked at $36K in Q2 2022. 759 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

  • Riverview Trust Company reported no remaining Zscaler position as of Q4 2024 after selling out during the quarter.
  • Riverview Trust Company sold 2 Zscaler shares in Q4 2024, an estimated $342.
  • Riverview Trust Company first reported a position in Zscaler in Q1 2022 and held it in 4 quarters.
  • Riverview Trust Company's Zscaler position peaked at $36K in Q2 2022.
  • 759 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on Riverview Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.