AF
ZEN

Advisornet Financial’s ZENDESK INC ZEN Stock Holding History

Advisornet Financial’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
-50
Closed -$4K – 2537
2022
Q3 		$4K Sell
50
-300
-86% -$22.8K ﹤0.01% 1585
2022
Q2 		$26K Buy
+350
New +$34.5K ﹤0.01% 1054
2022
Q1 		– Sell
-550
Closed -$57K – 2279
2021
Q4 		$57K Sell
550
-2,043
-79% -$219K ﹤0.01% 966
2021
Q3 		$302K Buy
2,593
+54
+2% +$6.98K 0.02% 465
2021
Q2 		$366K Buy
2,539
+1,504
+145% +$212K 0.02% 439
2021
Q1 		$137K Buy
+1,035
New +$148K 0.01% 666
2020
Q3 		– Sell
-100
Closed -$9K – 1935
2020
Q2 		$9K Hold
100
– – ﹤0.01% 1340
2020
Q1 		$6K Hold
100
– – ﹤0.01% 1413
2019
Q4 		$8K Sell
100
-50
-33% -$3.66K ﹤0.01% 1453
2019
Q3 		$11K Buy
+150
New +$12.4K ﹤0.01% 1363

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Advisornet Financial's ZEN Position: Q4 2022 in Review

Advisornet Financial sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 50 shares — an estimated $4K sold.

Advisornet Financial first reported a position in ZEN in Q3 2019 and held it in 10 quarters. The position peaked at $366K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Advisornet Financial reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 50 ZENDESK INC shares in Q4 2022, an estimated $4K.
  • Advisornet Financial first reported a position in ZENDESK INC in Q3 2019 and held it in 10 quarters.
  • Advisornet Financial's ZENDESK INC position peaked at $366K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.