APP
ZEN

Avantax Planning Partners’s ZENDESK INC ZEN Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-20
Closed -$1K – 1296
2018
Q3 		$1K Buy
+20
New +$1.28K ﹤0.01% 1435
2018
Q2 		– Sell
-40
Closed -$2K – 1617
2018
Q1 		$2K Buy
+40
New +$1.66K ﹤0.01% 1645

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Planning Partners's ZEN Position: Q4 2018 in Review

Avantax Planning Partners sold out of ZENDESK INC (ZEN) in Q4 2018, closing a stake of 20 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in ZEN in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 307 funds tracked by Wall St. Rank hold ZEN as of Q4 2018.

  • Avantax Planning Partners reported no remaining ZENDESK INC position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 20 ZENDESK INC shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in ZENDESK INC in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's ZENDESK INC position peaked at $2K in Q1 2018.
  • 307 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.