BWP
ZEN

Baldwin Wealth Partners’s ZENDESK INC ZEN Stock Holding History

Baldwin Wealth 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
2022
Q4 		– Sell
-1,000
Closed -$76K – 843
2022
Q3 		$76K Hold
1,000
– – 0.01% 272
2022
Q2 		$74K Sell
1,000
-34
-3% -$3.35K 0.01% 291
2022
Q1 		$124K Hold
1,034
– – 0.01% 253
2021
Q4 		$108K Hold
1,034
– – 0.01% 251
2021
Q3 		$120K Buy
1,034
+200
+24% +$25.8K 0.01% 244
2021
Q2 		$120K Hold
834
– – 0.01% 250
2021
Q1 		$111K Buy
834
+34
+4% +$4.87K 0.01% 250
2020
Q4 		$114K Hold
800
– – 0.01% 234
2020
Q3 		$82K Hold
800
– – 0.01% 245
2020
Q2 		$71K Buy
+800
New +$61.6K 0.01% 256

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Baldwin Wealth Partners's ZEN Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 1,000 shares — an estimated $76K sold.

Baldwin Wealth Partners first reported a position in ZEN in Q2 2020 and held it in 10 quarters. The position peaked at $124K in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Baldwin Wealth Partners reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,000 ZENDESK INC shares in Q4 2022, an estimated $76K.
  • Baldwin Wealth Partners first reported a position in ZENDESK INC in Q2 2020 and held it in 10 quarters.
  • Baldwin Wealth Partners's ZENDESK INC position peaked at $124K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.