Symmetry Peak Management’s Zscaler ZS Stock Holding History

Symmetry Peak 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
2025 Q3	–	Sell	-4,000	Closed	-$1.26M	–	180
2025 Q2	$1.26M	Buy	+4,000	New	+$997K	0.6%	32
2020 Q1	–	Sell	-15,000	Closed	-$698K	–	125
2019 Q4	$698K	Buy	+15,000	New	+$696K	0.15%	89
2019 Q2	–	Sell	-20,000	Closed	-$1.42M	–	225
2019 Q1	$1.42M	Buy	+20,000	New	+$1.06M	0.34%	52
2018 Q4	–	Sell	-20,000	Closed	-$816K	–	142
2018 Q3	$816K	Sell	20,000 -10,000	-33%	-$404K	0.29%	73
2018 Q2	$1.07M	Buy	+30,000	New	+$915K	0.21%	62

Other funds holding ZS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Symmetry Peak Management's ZS Position: Q4 2023 in Review

Symmetry Peak Management sold out of Zscaler (ZS) in Q4 2023, closing a stake of 2,000 shares — an estimated $311K sold.

Symmetry Peak Management first reported a position in ZS in Q2 2018 and held it in 5 quarters. The position peaked at $527K in Q2 2023. 740 funds tracked by Wall St. Rank hold ZS as of Q4 2023.

Symmetry Peak Management reported no remaining Zscaler position as of Q4 2023 after selling out during the quarter.
Symmetry Peak Management sold 2,000 Zscaler shares in Q4 2023, an estimated $311K.
Symmetry Peak Management first reported a position in Zscaler in Q2 2018 and held it in 5 quarters.
Symmetry Peak Management's Zscaler position peaked at $527K in Q2 2023.
740 funds tracked by Wall St. Rank held Zscaler as of Q4 2023.

Based on Symmetry Peak Management's 13F filing for Q4 2023, filed 14 Feb 2024.