AFS
ZEN

Annapolis Financial Services’s ZENDESK INC ZEN Stock Holding History

Annapolis Financial Services’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
-40
Closed -$3K – 552
2022
Q3 		$3K Hold
40
– – ﹤0.01% 450
2022
Q2 		$3K Hold
40
– – ﹤0.01% 380
2022
Q1 		$5K Hold
40
– – ﹤0.01% 351
2021
Q4 		$4K Hold
40
– – ﹤0.01% 383
2021
Q3 		$5K Hold
40
– – ﹤0.01% 346
2021
Q2 		$6K Hold
40
– – ﹤0.01% 303
2021
Q1 		$5K Hold
40
– – ﹤0.01% 309
2020
Q4 		$6K Buy
+40
New +$4.96K ﹤0.01% 295

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

Annapolis Financial Services's ZEN Position: Q4 2022 in Review

Annapolis Financial Services sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 40 shares — an estimated $3K sold.

Annapolis Financial Services first reported a position in ZEN in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Annapolis Financial Services reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 40 ZENDESK INC shares in Q4 2022, an estimated $3K.
  • Annapolis Financial Services first reported a position in ZENDESK INC in Q4 2020 and held it in 8 quarters.
  • Annapolis Financial Services's ZENDESK INC position peaked at $6K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.