Capital Advisory Group Advisory Services’s ZENDESK INC ZEN Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-283	Closed	-$34K	–	513
2022 Q1	$34K	Buy	+283	New	+$30.8K	0.02%	267
2021 Q3	–	Sell	-71	Closed	-$10K	–	581
2021 Q2	$10K	Sell	71 -1,537	-96%	-$217K	﹤0.01%	399
2021 Q1	$213K	Buy	1,608 +42	+3%	+$6.02K	0.08%	179
2020 Q4	$224K	Buy	1,566 +1,530	+4,250%	+$190K	0.09%	168
2020 Q3	$4K	Buy	+36	New	+$3.37K	﹤0.01%	409

Other funds holding ZEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

LSCM

Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Advisory Group Advisory Services's ZEN Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of ZENDESK INC (ZEN) in Q2 2022, closing a stake of 283 shares — an estimated $34K sold.

Capital Advisory Group Advisory Services first reported a position in ZEN in Q3 2020 and held it in 5 quarters. The position peaked at $224K in Q4 2020. 451 funds tracked by Wall St. Rank hold ZEN as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining ZENDESK INC position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 283 ZENDESK INC shares in Q2 2022, an estimated $34K.
Capital Advisory Group Advisory Services first reported a position in ZENDESK INC in Q3 2020 and held it in 5 quarters.
Capital Advisory Group Advisory Services's ZENDESK INC position peaked at $224K in Q4 2020.
451 funds tracked by Wall St. Rank held ZENDESK INC as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.