TrueWealth Advisors’s Zscaler ZS Stock Holding History

TrueWealth 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	-2,133	Closed	-$365K	–	245
2024 Q3	$365K	Buy	2,133 +508	+31%	+$92.8K	0.12%	153
2024 Q2	$312K	Buy	+1,625	New	+$289K	0.12%	147

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

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

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

TrueWealth Advisors's ZS Position: Q4 2024 in Review

TrueWealth Advisors sold out of Zscaler (ZS) in Q4 2024, closing a stake of 2,133 shares — an estimated $365K sold.

TrueWealth Advisors first reported a position in ZS in Q2 2024 and held it in 2 quarters. The position peaked at $365K in Q3 2024. 759 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

TrueWealth Advisors reported no remaining Zscaler position as of Q4 2024 after selling out during the quarter.
TrueWealth Advisors sold 2,133 Zscaler shares in Q4 2024, an estimated $365K.
TrueWealth Advisors first reported a position in Zscaler in Q2 2024 and held it in 2 quarters.
TrueWealth Advisors's Zscaler position peaked at $365K in Q3 2024.
759 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on TrueWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.