ARC
ZEN

Advisor Resource Council’s ZENDESK INC ZEN Stock Holding History

Advisor Resource Council’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
2021
Q4 		– Sell
-5,347
Closed -$622K – 589
2021
Q3 		$622K Sell
5,347
-3,651
-41% -$472K 0.19% 122
2021
Q2 		$1.3M Buy
+8,998
New +$1.27M 0.14% 169

Other funds holding ZEN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Advisor Resource Council's ZEN Position: Q4 2021 in Review

Advisor Resource Council sold out of ZENDESK INC (ZEN) in Q4 2021, closing a stake of 5,347 shares — an estimated $622K sold.

Advisor Resource Council first reported a position in ZEN in Q2 2021 and held it in 2 quarters. The position peaked at $1.3M in Q2 2021. 466 funds tracked by Wall St. Rank hold ZEN as of Q4 2021.

  • Advisor Resource Council reported no remaining ZENDESK INC position as of Q4 2021 after selling out during the quarter.
  • Advisor Resource Council sold 5,347 ZENDESK INC shares in Q4 2021, an estimated $622K.
  • Advisor Resource Council first reported a position in ZENDESK INC in Q2 2021 and held it in 2 quarters.
  • Advisor Resource Council's ZENDESK INC position peaked at $1.3M in Q2 2021.
  • 466 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2021.

Based on Advisor Resource Council's 13F filing for Q4 2021, filed 11 Feb 2022.