CAL
ZEN

Capital Advisors Ltd’s ZENDESK INC ZEN Stock Holding History

Capital Advisors Ltd’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
-22
Closed -$2K – 1783
2022
Q3 		$2K Buy
22
+6
+38% +$455 ﹤0.01% 932
2022
Q2 		$1K Buy
16
+7
+78% +$690 ﹤0.01% 950
2022
Q1 		$1K Buy
+9
New +$978 ﹤0.01% 854

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

Capital Advisors Ltd's ZEN Position: Q4 2022 in Review

Capital Advisors Ltd sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 22 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in ZEN in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Capital Advisors Ltd reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 22 ZENDESK INC shares in Q4 2022, an estimated $2K.
  • Capital Advisors Ltd first reported a position in ZENDESK INC in Q1 2022 and held it in 3 quarters.
  • Capital Advisors Ltd'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 Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.