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Triad Wealth Partners’s Zscaler ZS Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-7
Closed -$1.34K – 980
2024
Q2 		$1.34K Buy
+7
New +$1.25K ﹤0.01% 833

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Triad Wealth Partners's ZS Position: Q3 2024 in Review

Triad Wealth Partners sold out of Zscaler (ZS) in Q3 2024, closing a stake of 7 shares — an estimated $1.34K sold.

Triad Wealth Partners first reported a position in ZS in Q2 2024 and held it in 1 quarter. The position peaked at $1.34K in Q2 2024. 695 funds tracked by Wall St. Rank hold ZS as of Q3 2024.

  • Triad Wealth Partners reported no remaining Zscaler position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 7 Zscaler shares in Q3 2024, an estimated $1.34K.
  • Triad Wealth Partners first reported a position in Zscaler in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Zscaler position peaked at $1.34K in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Zscaler as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.