Amplius Wealth Advisors’s ZENDESK INC ZEN Stock Holding History

Amplius 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	-30	Closed	-$3K	–	997
2021 Q4	$3K	Buy	+30	New	+$3.22K	﹤0.01%	819

Other funds holding ZEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Amplius Wealth Advisors sold out of ZENDESK INC (ZEN) in Q1 2022, closing a stake of 30 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in ZEN in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 501 funds tracked by Wall St. Rank hold ZEN as of Q1 2022.

Amplius Wealth Advisors reported no remaining ZENDESK INC position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 30 ZENDESK INC shares in Q1 2022, an estimated $3K.
Amplius Wealth Advisors first reported a position in ZENDESK INC in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's ZENDESK INC position peaked at $3K in Q4 2021.
501 funds tracked by Wall St. Rank held ZENDESK INC as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.