Evolution Wealth Advisors’s ZENDESK INC ZEN Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-2,142	Closed	-$249K	–	665
2021 Q3	$249K	Buy	2,142 +739	+53%	+$95.5K	0.05%	91
2021 Q2	$203K	Buy	+1,403	New	+$198K	0.04%	118
2021 Q1	–	Sell	-1,131	Closed	-$162K	–	674
2020 Q4	$162K	Sell	1,131 -663	-37%	-$82.2K	0.04%	110
2020 Q3	$185K	Buy	+1,794	New	+$168K	0.05%	102
2020 Q2	–	Sell	-44	Closed	-$3K	–	574
2020 Q1	$3K	Sell	44 -1,816	-98%	-$142K	﹤0.01%	291
2019 Q4	$143K	Buy	+1,860	New	+$136K	0.04%	90
2019 Q2	–	Sell	-839	Closed	-$71K	–	492
2019 Q1	$71K	Sell	839 -807	-49%	-$59.2K	0.03%	73
2018 Q4	$96K	Buy	+1,646	New	+$94.8K	0.04%	80

Other funds holding ZEN

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Evolution Wealth Advisors's ZEN Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of ZENDESK INC (ZEN) in Q4 2021, closing a stake of 2,142 shares — an estimated $249K sold.

Evolution Wealth Advisors first reported a position in ZEN in Q4 2018 and held it in 8 quarters. The position peaked at $249K in Q3 2021. 466 funds tracked by Wall St. Rank hold ZEN as of Q4 2021.

Evolution Wealth Advisors reported no remaining ZENDESK INC position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 2,142 ZENDESK INC shares in Q4 2021, an estimated $249K.
Evolution Wealth Advisors first reported a position in ZENDESK INC in Q4 2018 and held it in 8 quarters.
Evolution Wealth Advisors's ZENDESK INC position peaked at $249K in Q3 2021.
466 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.