Sierra Summit Advisors’s Zscaler ZS Stock Holding History

Sierra Summit 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 Q2	–	Sell	-47,143	Closed	-$9.08M	–	165
2024 Q1	$9.08M	Buy	47,143 +21,827	+86%	+$4.88M	2.47%	17
2023 Q4	$5.61M	Buy	+25,316	New	+$4.69M	1.64%	27

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sierra Summit Advisors's ZS Position: Q2 2024 in Review

Sierra Summit Advisors sold out of Zscaler (ZS) in Q2 2024, closing a stake of 47,143 shares — an estimated $9.08M sold.

Sierra Summit Advisors first reported a position in ZS in Q4 2023 and held it in 2 quarters. The position peaked at $9.08M in Q1 2024. 732 funds tracked by Wall St. Rank hold ZS as of Q2 2024.

Sierra Summit Advisors reported no remaining Zscaler position as of Q2 2024 after selling out during the quarter.
Sierra Summit Advisors sold 47,143 Zscaler shares in Q2 2024, an estimated $9.08M.
Sierra Summit Advisors first reported a position in Zscaler in Q4 2023 and held it in 2 quarters.
Sierra Summit Advisors's Zscaler position peaked at $9.08M in Q1 2024.
732 funds tracked by Wall St. Rank held Zscaler as of Q2 2024.

Based on Sierra Summit Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.