CIA
ZEN

CSat Investment Advisory’s ZENDESK INC ZEN Stock Holding History

CSat Investment Advisory’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
-632
Closed -$65K – 1026
2020
Q3 		$65K Buy
632
+75
+13% +$7.01K 0.01% 628
2020
Q2 		$49K Buy
557
+151
+37% +$11.6K 0.01% 684
2020
Q1 		$26K Buy
406
+68
+20% +$5.31K 0.01% 682
2019
Q4 		$26K Buy
338
+42
+14% +$3.08K 0.01% 723
2019
Q3 		$22K Buy
296
+42
+17% +$3.46K 0.01% 696
2019
Q2 		$23K Buy
+254
New +$21.8K 0.01% 670

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CSat Investment Advisory's ZEN Position: Q4 2020 in Review

CSat Investment Advisory sold out of ZENDESK INC (ZEN) in Q4 2020, closing a stake of 632 shares — an estimated $65K sold.

CSat Investment Advisory first reported a position in ZEN in Q2 2019 and held it in 6 quarters. The position peaked at $65K in Q3 2020. 473 funds tracked by Wall St. Rank hold ZEN as of Q4 2020.

  • CSat Investment Advisory reported no remaining ZENDESK INC position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 632 ZENDESK INC shares in Q4 2020, an estimated $65K.
  • CSat Investment Advisory first reported a position in ZENDESK INC in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's ZENDESK INC position peaked at $65K in Q3 2020.
  • 473 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.