CWA
ZEN

Clearview Wealth Advisors’s ZENDESK INC ZEN Stock Holding History

Clearview Wealth Advisors’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
-11
Closed -$1K – 663
2022
Q3 		$1K Hold
11
– – ﹤0.01% 569
2022
Q2 		$1K Hold
11
– – ﹤0.01% 575
2022
Q1 		$1K Hold
11
– – ﹤0.01% 593
2021
Q4 		$1K Hold
11
– – ﹤0.01% 686
2021
Q3 		$1K Hold
11
– – ﹤0.01% 643
2021
Q2 		$2K Hold
11
– – ﹤0.01% 596
2021
Q1 		$1K Hold
11
– – ﹤0.01% 600
2020
Q4 		$2K Buy
+11
New +$1.36K ﹤0.01% 522

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Clearview Wealth Advisors's ZEN Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Clearview Wealth Advisors first reported a position in ZEN in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Clearview Wealth Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 11 ZENDESK INC shares in Q4 2022, an estimated $1K.
  • Clearview Wealth Advisors first reported a position in ZENDESK INC in Q4 2020 and held it in 8 quarters.
  • Clearview Wealth Advisors's ZENDESK INC position peaked at $2K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.