SSWM
ZS icon

Sheets Smith Wealth Management’s Zscaler ZS Stock Holding History

Sheets Smith Wealth 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
Q2 		– Sell
-2,104
Closed -$405K – 409
2024
Q1 		$405K Buy
2,104
+231
+12% +$51.7K 0.05% 286
2023
Q4 		$415K Buy
+1,873
New +$347K 0.06% 242
2022
Q1 		– Sell
-1,533
Closed -$493K – 393
2021
Q4 		$493K Hold
1,533
– – 0.06% 236
2021
Q3 		$402K Hold
1,533
– – 0.05% 250
2021
Q2 		$331K Buy
+1,533
New +$291K 0.04% 284

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $761B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return