Williamson Legacy Group’s Zscaler ZS Stock Holding History

Williamson Legacy Group’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	-4,979	Closed	-$959K	–	118
2024 Q1	$959K	Buy	4,979 +92	+2%	+$20.6K	0.74%	44
2023 Q4	$1.08M	Buy	+4,887	New	+$905K	1%	30

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

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

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

Williamson Legacy Group's ZS Position: Q2 2024 in Review

Williamson Legacy Group sold out of Zscaler (ZS) in Q2 2024, closing a stake of 4,979 shares — an estimated $959K sold.

Williamson Legacy Group first reported a position in ZS in Q4 2023 and held it in 2 quarters. The position peaked at $1.08M in Q4 2023. 731 funds tracked by Wall St. Rank hold ZS as of Q2 2024.

Williamson Legacy Group reported no remaining Zscaler position as of Q2 2024 after selling out during the quarter.
Williamson Legacy Group sold 4,979 Zscaler shares in Q2 2024, an estimated $959K.
Williamson Legacy Group first reported a position in Zscaler in Q4 2023 and held it in 2 quarters.
Williamson Legacy Group's Zscaler position peaked at $1.08M in Q4 2023.
731 funds tracked by Wall St. Rank held Zscaler as of Q2 2024.

Based on Williamson Legacy Group's 13F filing for Q2 2024, filed 14 Aug 2024.