AWA
ZEN

Alta Wealth Advisors’s ZENDESK INC ZEN Stock Holding History

Alta Wealth Advisors’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
Q1 		– Sell
-5,157
Closed -$538K – 164
2021
Q4 		$538K Hold
5,157
– – 0.33% 96
2021
Q3 		$600K Sell
5,157
-450
-8% -$58.1K 0.44% 80
2021
Q2 		$809K Hold
5,607
– – 0.59% 56
2021
Q1 		$744K Hold
5,607
– – 0.62% 60
2020
Q4 		$802K Buy
+5,607
New +$695K 0.67% 49

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alta Wealth Advisors's ZEN Position: Q1 2022 in Review

Alta Wealth Advisors sold out of ZENDESK INC (ZEN) in Q1 2022, closing a stake of 5,157 shares — an estimated $538K sold.

Alta Wealth Advisors first reported a position in ZEN in Q4 2020 and held it in 5 quarters. The position peaked at $809K in Q2 2021. 501 funds tracked by Wall St. Rank hold ZEN as of Q1 2022.

  • Alta Wealth Advisors reported no remaining ZENDESK INC position as of Q1 2022 after selling out during the quarter.
  • Alta Wealth Advisors sold 5,157 ZENDESK INC shares in Q1 2022, an estimated $538K.
  • Alta Wealth Advisors first reported a position in ZENDESK INC in Q4 2020 and held it in 5 quarters.
  • Alta Wealth Advisors's ZENDESK INC position peaked at $809K in Q2 2021.
  • 501 funds tracked by Wall St. Rank held ZENDESK INC as of Q1 2022.

Based on Alta Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.