CI Investments Inc
ZEN

CI Investments Inc’s ZENDESK INC ZEN Stock Holding History

CI Investments Inc’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
-7
Closed -$1K – 1435
2022
Q3 		$1K Hold
7
– – ﹤0.01% 1195
2022
Q2 		$1K Hold
7
– – ﹤0.01% 1219
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1281
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1256
2021
Q3 		$1K Buy
+7
New +$904 ﹤0.01% 1235
2021
Q1 		– Sell
-4,035
Closed -$577K – 1071
2020
Q4 		$577K Buy
+4,035
New +$500K ﹤0.01% 465
2020
Q3 		– Sell
-77,315
Closed -$6.84M – 976
2020
Q2 		$6.84M Sell
77,315
-67,662
-47% -$5.21M 0.04% 243
2020
Q1 		$9.28M Buy
144,977
+26,387
+22% +$2.06M 0.06% 185
2019
Q4 		$9.09M Buy
+118,590
New +$8.68M 0.05% 225

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

CI Investments Inc's ZEN Position: Q4 2022 in Review

CI Investments Inc sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

CI Investments Inc first reported a position in ZEN in Q4 2019 and held it in 9 quarters. The position peaked at $9.28M in Q1 2020. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • CI Investments Inc reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • CI Investments Inc sold 7 ZENDESK INC shares in Q4 2022, an estimated $1K.
  • CI Investments Inc first reported a position in ZENDESK INC in Q4 2019 and held it in 9 quarters.
  • CI Investments Inc's ZENDESK INC position peaked at $9.28M in Q1 2020.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on CI Investments Inc's 13F filing for Q4 2022, filed 10 Feb 2023.