AWM
ZEN

Avior Wealth Management’s ZENDESK INC ZEN Stock Holding History

Avior Wealth Management’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
Q4 		– Sell
-2,359
Closed -$274K – 1266
2021
Q3 		$274K Hold
2,359
– – 0.02% 388
2021
Q2 		$340K Sell
2,359
-350
-13% -$49.4K 0.03% 348
2021
Q1 		$359K Buy
+2,709
New +$388K 0.04% 346
2019
Q1 		– Sell
-3,006
Closed -$175K – 738
2018
Q4 		$175K Sell
3,006
-77
-2% -$4.43K 0.04% 335
2018
Q3 		$219K Sell
3,083
-482
-14% -$30.8K 0.05% 323
2018
Q2 		$194K Sell
3,565
-540
-13% -$28.7K 0.04% 335
2018
Q1 		$197K Sell
4,105
-2,561
-38% -$106K 0.05% 312
2017
Q4 		$226K Buy
+6,666
New +$218K 0.05% 298

Other funds holding ZEN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Avior Wealth Management's ZEN Position: Q4 2021 in Review

Avior Wealth Management sold out of ZENDESK INC (ZEN) in Q4 2021, closing a stake of 2,359 shares — an estimated $274K sold.

Avior Wealth Management first reported a position in ZEN in Q4 2017 and held it in 8 quarters. The position peaked at $359K in Q1 2021. 466 funds tracked by Wall St. Rank hold ZEN as of Q4 2021.

  • Avior Wealth Management reported no remaining ZENDESK INC position as of Q4 2021 after selling out during the quarter.
  • Avior Wealth Management sold 2,359 ZENDESK INC shares in Q4 2021, an estimated $274K.
  • Avior Wealth Management first reported a position in ZENDESK INC in Q4 2017 and held it in 8 quarters.
  • Avior Wealth Management's ZENDESK INC position peaked at $359K in Q1 2021.
  • 466 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2021.

Based on Avior Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.