BFEC
ZEN

Benjamin F. Edwards & Company’s ZENDESK INC ZEN Stock Holding History

Benjamin F. Edwards & Company’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
-1,457
Closed -$111K – 1935
2022
Q3 		$111K Sell
1,457
-7
-0.5% -$531 0.01% 831
2022
Q2 		$108K Sell
1,464
-74
-5% -$7.3K 0.01% 842
2022
Q1 		$185K Sell
1,538
-17
-1% -$1.85K 0.01% 707
2021
Q4 		$162K Sell
1,555
-6
-0.4% -$643 0.01% 751
2021
Q3 		$182K Sell
1,561
-3
-0.2% -$388 0.01% 687
2021
Q2 		$226K Sell
1,564
-1,752
-53% -$247K 0.01% 620
2021
Q1 		$440K Buy
3,316
+120
+4% +$17.2K 0.02% 490
2020
Q4 		$457K Buy
3,196
+155
+5% +$19.2K 0.03% 452
2020
Q3 		$313K Buy
3,041
+563
+23% +$52.7K 0.02% 493
2020
Q2 		$219K Buy
2,478
+188
+8% +$14.5K 0.02% 550
2020
Q1 		$147K Sell
2,290
-10
-0.4% -$780 0.01% 584
2019
Q4 		$176K Hold
2,300
– – 0.01% 631
2019
Q3 		$168K Hold
2,300
– – 0.01% 604
2019
Q2 		$205K Hold
2,300
– – 0.02% 519
2019
Q1 		$196K Buy
2,300
+850
+59% +$62.4K 0.02% 509
2018
Q4 		$85K Buy
1,450
+1,150
+383% +$66.2K 0.01% 705
2018
Q3 		$21K Buy
+300
New +$19.1K ﹤0.01% 1102

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

Benjamin F. Edwards & Company's ZEN Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 1,457 shares — an estimated $111K sold.

Benjamin F. Edwards & Company first reported a position in ZEN in Q3 2018 and held it in 17 quarters. The position peaked at $457K in Q4 2020. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Benjamin F. Edwards & Company reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,457 ZENDESK INC shares in Q4 2022, an estimated $111K.
  • Benjamin F. Edwards & Company first reported a position in ZENDESK INC in Q3 2018 and held it in 17 quarters.
  • Benjamin F. Edwards & Company's ZENDESK INC position peaked at $457K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.