Creative Planning
ZEN

Creative Planning’s ZENDESK INC ZEN Stock Holding History

Creative Planning’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
2020
Q4 		– Sell
-1,800
Closed -$3K – 2496
2020
Q3 		$3K Buy
+1,800
New +$168K ﹤0.01% 2083
2020
Q2 		– Sell
-2,500
Closed -$21K – 2167
2020
Q1 		$21K Buy
+2,500
New +$195K ﹤0.01% 1722
2019
Q4 		– Sell
-5,600
Closed -$7K – 2140
2019
Q3 		$7K Hold
5,600
– – ﹤0.01% 1917
2019
Q2 		$11K Hold
5,600
– – ﹤0.01% 1925
2019
Q1 		$12K Buy
5,600
+2,100
+60% +$154K ﹤0.01% 1871
2018
Q4 		$13K Hold
3,500
– – ﹤0.01% 1818
2018
Q3 		$7K Buy
+3,500
New +$223K ﹤0.01% 2005

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's ZEN Position: Q3 2022 in Review

Creative Planning sold out of ZENDESK INC (ZEN) in Q3 2022, closing a stake of 3,305 shares — an estimated $245K sold.

Creative Planning first reported a position in ZEN in Q2 2016 and held it in 21 quarters. The position peaked at $805K in Q4 2020. 400 funds tracked by Wall St. Rank hold ZEN as of Q3 2022.

  • Creative Planning reported no remaining ZENDESK INC position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 3,305 ZENDESK INC shares in Q3 2022, an estimated $245K.
  • Creative Planning first reported a position in ZENDESK INC in Q2 2016 and held it in 21 quarters.
  • Creative Planning's ZENDESK INC position peaked at $805K in Q4 2020.
  • 400 funds tracked by Wall St. Rank held ZENDESK INC as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.