EI
ZEN

Ellevest Inc’s ZENDESK INC ZEN Stock Holding History

Ellevest Inc’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
-934
Closed -$71K – 2002
2022
Q3 		$71K Sell
934
-332
-26% -$25.2K 0.01% 493
2022
Q2 		$94K Buy
1,266
+433
+52% +$42.7K 0.01% 429
2022
Q1 		$100K Sell
833
-659
-44% -$71.6K 0.01% 407
2021
Q4 		$156K Sell
1,492
-440
-23% -$47.2K 0.01% 324
2021
Q3 		$225K Sell
1,932
-87
-4% -$11.2K 0.02% 250
2021
Q2 		$291K Buy
2,019
+121
+6% +$17.1K 0.03% 181
2021
Q1 		$252K Buy
1,898
+382
+25% +$54.7K 0.03% 166
2020
Q4 		$217K Buy
1,516
+110
+8% +$13.6K 0.03% 148
2020
Q3 		$145K Buy
1,406
+384
+38% +$35.9K 0.03% 171
2020
Q2 		$90K Buy
1,022
+638
+166% +$49.1K 0.02% 231
2020
Q1 		$25K Buy
384
+298
+347% +$23.3K 0.01% 392
2019
Q4 		$7K Buy
86
+80
+1,333% +$5.86K ﹤0.01% 567
2019
Q3 		$0 Buy
+6
New +$494 ﹤0.01% 629

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 $20.6B AUM 34.61% 1-Year Est. Return

Ellevest Inc's ZEN Position: Q4 2022 in Review

Ellevest Inc sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 934 shares — an estimated $71K sold.

Ellevest Inc first reported a position in ZEN in Q3 2019 and held it in 13 quarters. The position peaked at $291K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Ellevest Inc reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 934 ZENDESK INC shares in Q4 2022, an estimated $71K.
  • Ellevest Inc first reported a position in ZENDESK INC in Q3 2019 and held it in 13 quarters.
  • Ellevest Inc's ZENDESK INC position peaked at $291K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.