C
ZEN

Covestor’s ZENDESK INC ZEN Stock Holding History

Covestor’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
-117
Closed -$9K – 2818
2022
Q3 		$9K Sell
117
-594
-84% -$45.1K 0.01% 1328
2022
Q2 		$53K Buy
711
+613
+626% +$60.4K 0.04% 722
2022
Q1 		$12K Buy
98
+36
+58% +$3.91K 0.01% 1271
2021
Q4 		$6K Buy
+62
New +$6.65K 0.01% 1274

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

Covestor's ZEN Position: Q4 2022 in Review

Covestor sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 117 shares — an estimated $9K sold.

Covestor first reported a position in ZEN in Q4 2021 and held it in 4 quarters. The position peaked at $53K in Q2 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Covestor reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Covestor sold 117 ZENDESK INC shares in Q4 2022, an estimated $9K.
  • Covestor first reported a position in ZENDESK INC in Q4 2021 and held it in 4 quarters.
  • Covestor's ZENDESK INC position peaked at $53K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Covestor's 13F filing for Q4 2022, filed 14 Feb 2023.