BA
ZEN

Bellwether Advisors’s ZENDESK INC ZEN Stock Holding History

Bellwether 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
2021
Q2 		– Sell
-111
Closed -$14K – 488
2021
Q1 		$14K Sell
111
-4,235
-97% -$607K 0.01% 228
2020
Q4 		$621K Buy
+4,346
New +$539K 0.27% 59

Other funds holding ZEN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bellwether Advisors's ZEN Position: Q2 2021 in Review

Bellwether Advisors sold out of ZENDESK INC (ZEN) in Q2 2021, closing a stake of 111 shares — an estimated $14K sold.

Bellwether Advisors first reported a position in ZEN in Q4 2020 and held it in 2 quarters. The position peaked at $621K in Q4 2020. 478 funds tracked by Wall St. Rank hold ZEN as of Q2 2021.

  • Bellwether Advisors reported no remaining ZENDESK INC position as of Q2 2021 after selling out during the quarter.
  • Bellwether Advisors sold 111 ZENDESK INC shares in Q2 2021, an estimated $14K.
  • Bellwether Advisors first reported a position in ZENDESK INC in Q4 2020 and held it in 2 quarters.
  • Bellwether Advisors's ZENDESK INC position peaked at $621K in Q4 2020.
  • 478 funds tracked by Wall St. Rank held ZENDESK INC as of Q2 2021.

Based on Bellwether Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.