CA
ZEN

Crewe Advisors’s ZENDESK INC ZEN Stock Holding History

Crewe 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
-50
Closed -$4K – 1339
2022
Q3 		$4K Buy
50
+16
+47% +$1.21K ﹤0.01% 927
2022
Q2 		$3K Buy
+34
New +$3.35K ﹤0.01% 947
2021
Q4 		– Sell
-8
Closed -$1K – 477
2021
Q3 		$1K Hold
8
– – ﹤0.01% 392
2021
Q2 		$1K Hold
8
– – ﹤0.01% 458
2021
Q1 		$1K Hold
8
– – ﹤0.01% 455
2020
Q4 		$1K Hold
8
– – ﹤0.01% 441
2020
Q3 		$1K Buy
+8
New +$748 ﹤0.01% 620

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Crewe Advisors's ZEN Position: Q4 2022 in Review

Crewe Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 50 shares — an estimated $4K sold.

Crewe Advisors first reported a position in ZEN in Q3 2020 and held it in 7 quarters. The position peaked at $4K in Q3 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Crewe Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 50 ZENDESK INC shares in Q4 2022, an estimated $4K.
  • Crewe Advisors first reported a position in ZENDESK INC in Q3 2020 and held it in 7 quarters.
  • Crewe Advisors's ZENDESK INC position peaked at $4K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.