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Avitas Wealth Management LLC

SEC CIK
0001734565
Latest filing
Jan 27, 2025

ZS holding history

Zscaler, Inc. in every 13F filed by Avitas Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZS overviewAll 13F holders of ZSFull Q4 2024 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of ZS by Avitas Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−1,514−100.0%Sold outHolders
Q3 20221,514$249.0K0.1%+114+8.1%AddedHolders
Q2 20221,400$209.0K<0.1%−3,563−71.8%ReducedHolders
Q1 20224,963$1.20M0.2%−3,404−40.7%ReducedHolders
Q4 20218,367$2.69M0.5%−1,591−16.0%ReducedHolders
Q3 20219,958$2.61M0.5%−126−1.2%ReducedHolders
Q2 202110,084$2.18M0.4%+241+2.4%AddedHolders
Q1 20219,843$1.69M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.