AWP
ZEN

Abacus Wealth Partners’s ZENDESK INC ZEN Stock Holding History

Abacus Wealth Partners’s Portfolio ZEN Stock Details ZEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,197
Closed -$1.16M – 90
2022
Q3 		$1.16M Buy
15,197
+1,624
+12% +$123K 0.61% 16
2022
Q2 		$1.01M Buy
13,573
+2,188
+19% +$216K 0.52% 17
2022
Q1 		$1.37M Buy
11,385
+1,819
+19% +$198K 0.61% 17
2021
Q4 		$998K Buy
9,566
+1,665
+21% +$178K 0.35% 31
2021
Q3 		$920K Buy
7,901
+1,674
+27% +$216K 0.34% 27
2021
Q2 		$899K Buy
6,227
+1,808
+41% +$255K 0.35% 23
2021
Q1 		$586K Buy
4,419
+1,964
+80% +$281K 0.42% 35
2020
Q4 		$351K Buy
+2,455
New +$304K 0.31% 50

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Abacus Wealth Partners's ZEN Position: Q4 2022 in Review

Abacus Wealth Partners sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 15,197 shares — an estimated $1.16M sold.

Abacus Wealth Partners first reported a position in ZEN in Q4 2020 and held it in 8 quarters. The position peaked at $1.37M in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Abacus Wealth Partners reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Abacus Wealth Partners sold 15,197 ZENDESK INC shares in Q4 2022, an estimated $1.16M.
  • Abacus Wealth Partners first reported a position in ZENDESK INC in Q4 2020 and held it in 8 quarters.
  • Abacus Wealth Partners's ZENDESK INC position peaked at $1.37M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Abacus Wealth Partners's 13F filing for Q4 2022, filed 1 Jun 2023.