CWM
ZEN

Calamos Wealth Management’s ZENDESK INC ZEN Stock Holding History

Calamos 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
2020
Q4 		– Sell
-3,950
Closed -$407K – 291
2020
Q3 		$407K Sell
3,950
-48,356
-92% -$4.52M 0.05% 210
2020
Q2 		$4.63M Buy
52,306
+13,647
+35% +$1.05M 0.58% 47
2020
Q1 		$2.48M Buy
38,659
+2,531
+7% +$198K 0.38% 63
2019
Q4 		$2.77M Buy
36,128
+710
+2% +$52K 0.33% 73
2019
Q3 		$2.58M Buy
35,418
+1,098
+3% +$90.5K 0.35% 77
2019
Q2 		$3.06M Sell
34,320
-15,674
-31% -$1.35M 0.41% 69
2019
Q1 		$4.25M Buy
49,994
+45,795
+1,091% +$3.36M 0.61% 46
2018
Q4 		$245K Buy
+4,199
New +$242K 0.04% 197
2018
Q2 		– Sell
-5,388
Closed -$258K – 222
2018
Q1 		$258K Buy
+5,388
New +$223K 0.03% 186

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return