BerganKDV Wealth Management’s ZENDESK INC ZEN Stock Holding History

BerganKDV Wealth Management’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	-161	Closed	-$12K	–	1128
2022 Q3	$12K	Hold	161	–	–	﹤0.01%	560
2022 Q2	$12K	Buy	161 +1	+0.6%	+$99	﹤0.01%	571
2022 Q1	$19K	Hold	160	–	–	﹤0.01%	521
2021 Q4	$17K	Hold	160	–	–	﹤0.01%	572
2021 Q3	$19K	Hold	160	–	–	﹤0.01%	540
2021 Q2	$23K	Hold	160	–	–	﹤0.01%	504
2021 Q1	$21K	Hold	160	–	–	﹤0.01%	483
2020 Q4	$23K	Buy	160 +150	+1,500%	+$18.6K	﹤0.01%	456
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	889
2020 Q2	$1K	Buy	10 +1	+11%	+$77	﹤0.01%	930
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	907
2019 Q4	$1K	Buy	+9	New	+$659	﹤0.01%	914

Other funds holding ZEN

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

BerganKDV Wealth Management's ZEN Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 161 shares — an estimated $12K sold.

BerganKDV Wealth Management first reported a position in ZEN in Q4 2019 and held it in 12 quarters. The position peaked at $23K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

BerganKDV Wealth Management reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 161 ZENDESK INC shares in Q4 2022, an estimated $12K.
BerganKDV Wealth Management first reported a position in ZENDESK INC in Q4 2019 and held it in 12 quarters.
BerganKDV Wealth Management's ZENDESK INC position peaked at $23K in Q2 2021.
3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.