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Whitaker-Myers Wealth Managers’s Zscaler ZS Stock Holding History

Whitaker-Myers Wealth Managers’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
-1,363
Closed -$233K – 142
2024
Q3 		$233K Buy
+1,363
New +$249K 0.08% 98

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitaker-Myers Wealth Managers's ZS Position: Q4 2024 in Review

Whitaker-Myers Wealth Managers sold out of Zscaler (ZS) in Q4 2024, closing a stake of 1,363 shares — an estimated $233K sold.

Whitaker-Myers Wealth Managers first reported a position in ZS in Q3 2024 and held it in 1 quarter. The position peaked at $233K in Q3 2024. 759 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

  • Whitaker-Myers Wealth Managers reported no remaining Zscaler position as of Q4 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 1,363 Zscaler shares in Q4 2024, an estimated $233K.
  • Whitaker-Myers Wealth Managers first reported a position in Zscaler in Q3 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Zscaler position peaked at $233K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2024, filed 15 Jan 2025.