VAFP
ZS icon

Vahanian & Associates Financial Planning’s Zscaler ZS Stock Holding History

Vahanian & Associates Financial Planning’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
2023
Q4 		– Sell
-1,810
Closed -$282K – 63
2023
Q3 		$282K Sell
1,810
-82
-4% -$12.3K 0.9% 41
2023
Q2 		$277K Buy
+1,892
New +$231K 0.88% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vahanian & Associates Financial Planning's ZS Position: Q4 2023 in Review

Vahanian & Associates Financial Planning sold out of Zscaler (ZS) in Q4 2023, closing a stake of 1,810 shares — an estimated $282K sold.

Vahanian & Associates Financial Planning first reported a position in ZS in Q2 2023 and held it in 2 quarters. The position peaked at $282K in Q3 2023. 739 funds tracked by Wall St. Rank hold ZS as of Q4 2023.

  • Vahanian & Associates Financial Planning reported no remaining Zscaler position as of Q4 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 1,810 Zscaler shares in Q4 2023, an estimated $282K.
  • Vahanian & Associates Financial Planning first reported a position in Zscaler in Q2 2023 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's Zscaler position peaked at $282K in Q3 2023.
  • 739 funds tracked by Wall St. Rank held Zscaler as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.