BCM
ZEN

Bourgeon Capital Management’s ZENDESK INC ZEN Stock Holding History

Bourgeon Capital 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
-21
Closed -$2K – 490
2022
Q3 		$2K Buy
+21
New +$1.59K ﹤0.01% 314

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

Bourgeon Capital Management's ZEN Position: Q4 2022 in Review

Bourgeon Capital Management sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 21 shares — an estimated $2K sold.

Bourgeon Capital Management first reported a position in ZEN in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Bourgeon Capital Management reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 21 ZENDESK INC shares in Q4 2022, an estimated $2K.
  • Bourgeon Capital Management first reported a position in ZENDESK INC in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's ZENDESK INC position peaked at $2K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.