BMSSC
ZEN

B. Metzler seel. Sohn & Co’s ZENDESK INC ZEN Stock Holding History

B. Metzler seel. Sohn & Co’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
-4,293
Closed -$327K – 766
2022
Q3 		$327K Hold
4,293
– – 0.01% 614
2022
Q2 		$318K Buy
4,293
+1,621
+61% +$160K 0.01% 637
2022
Q1 		$321K Hold
2,672
– – ﹤0.01% 678
2021
Q4 		$284K Buy
2,672
+738
+38% +$79.1K ﹤0.01% 650
2021
Q3 		$225K Hold
1,934
– – ﹤0.01% 673
2021
Q2 		$279K Hold
1,934
– – ﹤0.01% 634
2021
Q1 		$256K Hold
1,934
– – ﹤0.01% 636
2020
Q4 		$273K Buy
+1,934
New +$240K 0.01% 614

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

B. Metzler seel. Sohn & Co's ZEN Position: Q4 2022 in Review

B. Metzler seel. Sohn & Co sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 4,293 shares — an estimated $327K sold.

B. Metzler seel. Sohn & Co first reported a position in ZEN in Q4 2020 and held it in 8 quarters. The position peaked at $327K in Q3 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • B. Metzler seel. Sohn & Co reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 4,293 ZENDESK INC shares in Q4 2022, an estimated $327K.
  • B. Metzler seel. Sohn & Co first reported a position in ZENDESK INC in Q4 2020 and held it in 8 quarters.
  • B. Metzler seel. Sohn & Co's ZENDESK INC position peaked at $327K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2022, filed 13 Feb 2023.