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VitalStone Financial’s Zscaler ZS Stock Holding History

VitalStone Financial’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
Q2 		– Sell
-3
Closed -$1K – 601
2024
Q1 		$1K Sell
3
-4
-57% -$895 ﹤0.01% 457
2023
Q4 		$2K Sell
7
-2,769
-100% -$513K ﹤0.01% 431
2023
Q3 		$486K Buy
2,776
+2,769
+39,557% +$415K 0.41% 40
2023
Q2 		$0 Buy
7
+2
+40% +$244 ﹤0.01% 1069
2023
Q1 		$1K Sell
5
-2
-29% -$240 ﹤0.01% 361
2022
Q4 		$0 Buy
+7
New +$951 ﹤0.01% 603

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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

VitalStone Financial's ZS Position: Q2 2024 in Review

VitalStone Financial sold out of Zscaler (ZS) in Q2 2024, closing a stake of 3 shares — an estimated $1K sold.

VitalStone Financial first reported a position in ZS in Q4 2022 and held it in 6 quarters. The position peaked at $486K in Q3 2023. 732 funds tracked by Wall St. Rank hold ZS as of Q2 2024.

  • VitalStone Financial reported no remaining Zscaler position as of Q2 2024 after selling out during the quarter.
  • VitalStone Financial sold 3 Zscaler shares in Q2 2024, an estimated $1K.
  • VitalStone Financial first reported a position in Zscaler in Q4 2022 and held it in 6 quarters.
  • VitalStone Financial's Zscaler position peaked at $486K in Q3 2023.
  • 732 funds tracked by Wall St. Rank held Zscaler as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.