Turtle Creek Wealth Advisors’s Zscaler ZS Stock Holding History

Turtle Creek 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 Q1	–	Sell	-78	Closed	-$17.3K	–	845
2023 Q4	$17.3K	Buy	+78	New	+$14.4K	0.01%	451

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Turtle Creek Wealth Advisors's ZS Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Zscaler (ZS) in Q1 2024, closing a stake of 78 shares — an estimated $17.3K sold.

Turtle Creek Wealth Advisors first reported a position in ZS in Q4 2023 and held it in 1 quarter. The position peaked at $17.3K in Q4 2023. 738 funds tracked by Wall St. Rank hold ZS as of Q1 2024.

Turtle Creek Wealth Advisors reported no remaining Zscaler position as of Q1 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 78 Zscaler shares in Q1 2024, an estimated $17.3K.
Turtle Creek Wealth Advisors first reported a position in Zscaler in Q4 2023 and held it in 1 quarter.
Turtle Creek Wealth Advisors's Zscaler position peaked at $17.3K in Q4 2023.
738 funds tracked by Wall St. Rank held Zscaler as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.