CTFG
ZEN

Capstone Triton Financial Group’s ZENDESK INC ZEN Stock Holding History

Capstone Triton Financial Group’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
-14,777
Closed -$1.13M – 109
2022
Q3 		$1.13M Buy
14,777
+691
+5% +$52.4K 0.96% 39
2022
Q2 		$1.06M Sell
14,086
-91
-0.6% -$8.97K 0.8% 43
2022
Q1 		$1.75M Buy
14,177
+731
+5% +$79.4K 1.22% 27
2021
Q4 		$1.43M Buy
13,446
+534
+4% +$57.2K 2.88% 1
2021
Q3 		$1.71M Buy
12,912
+161
+1% +$20.8K 1.03% 29
2021
Q2 		$1.84M Buy
12,751
+9,523
+295% +$1.34M 1.13% 25
2021
Q1 		$428K Buy
3,228
+704
+28% +$101K 0.28% 70
2020
Q4 		$361K Buy
+2,524
New +$313K 0.22% 76

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Capstone Triton Financial Group's ZEN Position: Q4 2022 in Review

Capstone Triton Financial Group sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 14,777 shares — an estimated $1.13M sold.

Capstone Triton Financial Group first reported a position in ZEN in Q4 2020 and held it in 8 quarters. The position peaked at $1.84M in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Capstone Triton Financial Group reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Capstone Triton Financial Group sold 14,777 ZENDESK INC shares in Q4 2022, an estimated $1.13M.
  • Capstone Triton Financial Group first reported a position in ZENDESK INC in Q4 2020 and held it in 8 quarters.
  • Capstone Triton Financial Group's ZENDESK INC position peaked at $1.84M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Capstone Triton Financial Group's 13F filing for Q4 2022, filed 17 Jan 2023.