EWM
ZEN

Endurance Wealth Management’s ZENDESK INC ZEN Stock Holding History

Endurance Wealth Management’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
2021
Q3 		– Sell
-362
Closed -$52K – 656
2021
Q2 		$52K Hold
362
– – 0.01% 355
2021
Q1 		$48K Hold
362
– – 0.01% 367
2020
Q4 		$52K Hold
362
– – 0.01% 324
2020
Q3 		$37K Buy
+362
New +$33.9K 0.01% 343

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Endurance Wealth Management's ZEN Position: Q3 2021 in Review

Endurance Wealth Management sold out of ZENDESK INC (ZEN) in Q3 2021, closing a stake of 362 shares — an estimated $52K sold.

Endurance Wealth Management first reported a position in ZEN in Q3 2020 and held it in 4 quarters. The position peaked at $52K in Q2 2021. 466 funds tracked by Wall St. Rank hold ZEN as of Q3 2021.

  • Endurance Wealth Management reported no remaining ZENDESK INC position as of Q3 2021 after selling out during the quarter.
  • Endurance Wealth Management sold 362 ZENDESK INC shares in Q3 2021, an estimated $52K.
  • Endurance Wealth Management first reported a position in ZENDESK INC in Q3 2020 and held it in 4 quarters.
  • Endurance Wealth Management's ZENDESK INC position peaked at $52K in Q2 2021.
  • 466 funds tracked by Wall St. Rank held ZENDESK INC as of Q3 2021.

Based on Endurance Wealth Management's 13F filing for Q3 2021, filed 28 Oct 2021.