AF
ZEN

Allworth Financial’s ZENDESK INC ZEN Stock Holding History

Allworth 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
-393
Closed -$30K – 3273
2022
Q3 		$30K Buy
393
+357
+992% +$27.1K ﹤0.01% 1146
2022
Q2 		$3K Sell
36
-289
-89% -$28.5K ﹤0.01% 1965
2022
Q1 		$39K Buy
325
+121
+59% +$13.1K ﹤0.01% 984
2021
Q4 		$21K Buy
204
+174
+580% +$18.7K ﹤0.01% 1113
2021
Q3 		$3K Buy
+30
New +$3.88K ﹤0.01% 1642

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 $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's ZEN Position: Q4 2022 in Review

Allworth Financial sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 393 shares — an estimated $30K sold.

Allworth Financial first reported a position in ZEN in Q3 2021 and held it in 5 quarters. The position peaked at $39K in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Allworth Financial reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Allworth Financial sold 393 ZENDESK INC shares in Q4 2022, an estimated $30K.
  • Allworth Financial first reported a position in ZENDESK INC in Q3 2021 and held it in 5 quarters.
  • Allworth Financial's ZENDESK INC position peaked at $39K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

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