Tradition Wealth Management’s Zscaler ZS Stock Holding History

Tradition 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 Q1	–	Sell	-105	Closed	-$23K	–	1220
2023 Q4	$23K	Hold	105	–	–	﹤0.01%	808
2023 Q3	$16K	Hold	105	–	–	﹤0.01%	911
2023 Q2	$15K	Hold	105	–	–	﹤0.01%	953
2023 Q1	$12K	Hold	105	–	–	﹤0.01%	974
2022 Q4	$12K	Hold	105	–	–	﹤0.01%	873
2022 Q3	$17K	Hold	105	–	–	﹤0.01%	805
2022 Q2	$16K	Hold	105	–	–	﹤0.01%	706
2022 Q1	$25K	Sell	105 -8	-7%	-$1.97K	﹤0.01%	669
2021 Q4	$36K	Buy	113 +8	+8%	+$2.52K	﹤0.01%	613
2021 Q3	$28K	Hold	105	–	–	﹤0.01%	654
2021 Q2	$23K	Hold	105	–	–	﹤0.01%	731
2021 Q1	$18K	Hold	105	–	–	﹤0.01%	660
2020 Q4	$21K	Buy	+105	New	+$16.7K	﹤0.01%	586

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Tradition Wealth Management's ZS Position: Q1 2024 in Review

Tradition Wealth Management sold out of Zscaler (ZS) in Q1 2024, closing a stake of 105 shares — an estimated $23K sold.

Tradition Wealth Management first reported a position in ZS in Q4 2020 and held it in 13 quarters. The position peaked at $36K in Q4 2021. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

Tradition Wealth Management reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 105 Zscaler shares in Q1 2024, an estimated $23K.
Tradition Wealth Management first reported a position in Zscaler in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Zscaler position peaked at $36K in Q4 2021.
738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.