AWA
ZEN

Arkadios Wealth Advisors’s ZENDESK INC ZEN Stock Holding History

Arkadios 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
2021
Q3 		– Sell
-58
Closed -$8K – 2108
2021
Q2 		$8K Buy
58
+44
+314% +$6.21K ﹤0.01% 1613
2021
Q1 		$1K Buy
+14
New +$2.01K ﹤0.01% 1622

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Arkadios Wealth Advisors's ZEN Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of ZENDESK INC (ZEN) in Q3 2021, closing a stake of 58 shares — an estimated $8K sold.

Arkadios Wealth Advisors first reported a position in ZEN in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 466 funds tracked by Wall St. Rank hold ZEN as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining ZENDESK INC position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 58 ZENDESK INC shares in Q3 2021, an estimated $8K.
  • Arkadios Wealth Advisors first reported a position in ZENDESK INC in Q1 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's ZENDESK INC position peaked at $8K in Q2 2021.
  • 466 funds tracked by Wall St. Rank held ZENDESK INC as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.