CIAS
ZEN

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

Capital Investment 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
2019
Q4 		– Sell
-865
Closed -$63K – 1336
2019
Q3 		$63K Buy
865
+265
+44% +$21.8K 0.02% 504
2019
Q2 		$56K Buy
600
+200
+50% +$17.2K 0.02% 525
2019
Q1 		$34K Buy
+400
New +$29.4K 0.01% 563

Other funds holding ZEN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital Investment Advisory Services's ZEN Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of ZENDESK INC (ZEN) in Q4 2019, closing a stake of 865 shares — an estimated $63K sold.

Capital Investment Advisory Services first reported a position in ZEN in Q1 2019 and held it in 3 quarters. The position peaked at $63K in Q3 2019. 336 funds tracked by Wall St. Rank hold ZEN as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining ZENDESK INC position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 865 ZENDESK INC shares in Q4 2019, an estimated $63K.
  • Capital Investment Advisory Services first reported a position in ZENDESK INC in Q1 2019 and held it in 3 quarters.
  • Capital Investment Advisory Services's ZENDESK INC position peaked at $63K in Q3 2019.
  • 336 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.