BIA
ZEN

Bell Investment Advisors’s ZENDESK INC ZEN Stock Holding History

Bell Investment 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
2022
Q4 		– Sell
-67
Closed -$5K – 2064
2022
Q3 		$5K Buy
67
+28
+72% +$2.13K ﹤0.01% 738
2022
Q2 		$3K Buy
+39
New +$3.85K ﹤0.01% 1061
2021
Q4 		$7K Buy
69
+17
+33% +$1.82K ﹤0.01% 646
2021
Q3 		$6K Buy
+52
New +$6.72K ﹤0.01% 677

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

Bell Investment Advisors's ZEN Position: Q4 2022 in Review

Bell Investment Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 67 shares — an estimated $5K sold.

Bell Investment Advisors first reported a position in ZEN in Q3 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Bell Investment Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 67 ZENDESK INC shares in Q4 2022, an estimated $5K.
  • Bell Investment Advisors first reported a position in ZENDESK INC in Q3 2021 and held it in 4 quarters.
  • Bell Investment Advisors's ZENDESK INC position peaked at $7K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.