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Rockbridge Investment Management’s Zscaler ZS Stock Holding History

Rockbridge Investment Management’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
-56
Closed -$12.4K – 657
2023
Q4 		$12.4K Buy
+56
New +$10.4K ﹤0.01% 378

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $94.8B AUM 24.11% 1-Year Est. Return

Rockbridge Investment Management's ZS Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Zscaler (ZS) in Q1 2024, closing a stake of 56 shares — an estimated $12.4K sold.

Rockbridge Investment Management first reported a position in ZS in Q4 2023 and held it in 1 quarter. The position peaked at $12.4K in Q4 2023. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 56 Zscaler shares in Q1 2024, an estimated $12.4K.
  • Rockbridge Investment Management first reported a position in Zscaler in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Zscaler position peaked at $12.4K in Q4 2023.
  • 738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

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