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TCI Wealth Advisors’s Zscaler ZS Stock Holding History

TCI Wealth 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
Q4 		– Sell
-3,941
Closed -$674K – 246
2024
Q3 		$674K Sell
3,941
-500
-11% -$91.3K 0.06% 104
2024
Q2 		$854K Hold
4,441
– – 0.08% 88
2024
Q1 		$855K Sell
4,441
-1
-0% -$224 0.08% 85
2023
Q4 		$984K Sell
4,442
-3
-0.1% -$556 0.1% 78
2023
Q3 		$692K Sell
4,445
-10
-0.2% -$1.5K 0.09% 88
2023
Q2 		$652K Hold
4,455
– – 0.08% 93
2023
Q1 		$520K Sell
4,455
-52
-1% -$6.24K 0.07% 103
2022
Q4 		$504K Sell
4,507
-99
-2% -$13.4K 0.07% 99
2022
Q3 		$757K Sell
4,606
-218
-5% -$35.7K 0.12% 72
2022
Q2 		$721K Sell
4,824
-40
-0.8% -$7.07K 0.11% 80
2022
Q1 		$1.17M Buy
4,864
+214
+5% +$52.6K 0.18% 56
2021
Q4 		$1.49M Sell
4,650
-783
-14% -$247K 0.22% 47
2021
Q3 		$1.43M Sell
5,433
-1,932
-26% -$485K 0.22% 50
2021
Q2 		$1.59M Buy
7,365
+22
+0.3% +$4.18K 0.27% 43
2021
Q1 		$1.26M Sell
7,343
-1,134
-13% -$225K 0.53% 45
2020
Q4 		$1.69M Sell
8,477
-2,952
-26% -$469K 0.76% 27
2020
Q3 		$1.61M Sell
11,429
-1,186
-9% -$154K 0.64% 32
2020
Q2 		$1.38M Sell
12,615
-3,141
-20% -$261K 0.59% 39
2020
Q1 		$959K Sell
15,756
-5,249
-25% -$289K 0.47% 48
2019
Q4 		$977K Buy
21,005
+11
+0.1% +$510 0.38% 56
2019
Q3 		$992K Hold
20,994
– – 0.44% 54
2019
Q2 		$1.61M Buy
+20,994
New +$1.5M 0.72% 37

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's ZS Position: Q4 2024 in Review

TCI Wealth Advisors sold out of Zscaler (ZS) in Q4 2024, closing a stake of 3,941 shares — an estimated $674K sold.

TCI Wealth Advisors first reported a position in ZS in Q2 2019 and held it in 22 quarters. The position peaked at $1.69M in Q4 2020. 760 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

  • TCI Wealth Advisors reported no remaining Zscaler position as of Q4 2024 after selling out during the quarter.
  • TCI Wealth Advisors sold 3,941 Zscaler shares in Q4 2024, an estimated $674K.
  • TCI Wealth Advisors first reported a position in Zscaler in Q2 2019 and held it in 22 quarters.
  • TCI Wealth Advisors's Zscaler position peaked at $1.69M in Q4 2020.
  • 760 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on TCI Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.