AWS
ZEN

AJ Wealth Strategies’s ZENDESK INC ZEN Stock Holding History

AJ Wealth Strategies’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
-6,728
Closed -$512K – 340
2022
Q3 		$512K Hold
6,728
– – 0.03% 177
2022
Q2 		$498K Hold
6,728
– – 0.03% 185
2022
Q1 		$809K Hold
6,728
– – 0.04% 157
2021
Q4 		$702K Hold
6,728
– – 0.03% 167
2021
Q3 		$783K Sell
6,728
-1,973
-23% -$255K 0.04% 151
2021
Q2 		$1.26M Hold
8,701
– – 0.08% 112
2021
Q1 		$1.15M Hold
8,701
– – 0.08% 106
2020
Q4 		$1.25M Buy
+8,701
New +$1.08M 0.11% 89

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

AJ Wealth Strategies's ZEN Position: Q4 2022 in Review

AJ Wealth Strategies sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 6,728 shares — an estimated $512K sold.

AJ Wealth Strategies first reported a position in ZEN in Q4 2020 and held it in 8 quarters. The position peaked at $1.26M in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • AJ Wealth Strategies reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 6,728 ZENDESK INC shares in Q4 2022, an estimated $512K.
  • AJ Wealth Strategies first reported a position in ZENDESK INC in Q4 2020 and held it in 8 quarters.
  • AJ Wealth Strategies's ZENDESK INC position peaked at $1.26M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.