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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 $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sheets Smith Wealth Management's ZS Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of Zscaler (ZS) in Q2 2024, closing a stake of 2,104 shares — an estimated $405K sold.

Sheets Smith Wealth Management first reported a position in ZS in Q2 2021 and held it in 5 quarters. The position peaked at $493K in Q4 2021. 732 funds tracked by Wall St. Rank hold ZS as of Q2 2024.

  • Sheets Smith Wealth Management reported no remaining Zscaler position as of Q2 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,104 Zscaler shares in Q2 2024, an estimated $405K.
  • Sheets Smith Wealth Management first reported a position in Zscaler in Q2 2021 and held it in 5 quarters.
  • Sheets Smith Wealth Management's Zscaler position peaked at $493K in Q4 2021.
  • 732 funds tracked by Wall St. Rank held Zscaler as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.