FMP
ZEN

Financial Management Professionals’s ZENDESK INC ZEN Stock Holding History

Financial Management Professionals’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
-12
Closed -$1K – 1127
2022
Q3 		$1K Hold
12
– – ﹤0.01% 904
2022
Q2 		$1K Hold
12
– – ﹤0.01% 914
2022
Q1 		$1K Hold
12
– – ﹤0.01% 1005
2021
Q4 		$1K Hold
12
– – ﹤0.01% 948
2021
Q3 		$1K Hold
12
– – ﹤0.01% 928
2021
Q2 		$2K Sell
12
-12
-50% -$1.7K ﹤0.01% 721
2021
Q1 		$3K Hold
24
– – ﹤0.01% 554
2020
Q4 		$3K Hold
24
– – ﹤0.01% 523
2020
Q3 		$2K Hold
24
– – ﹤0.01% 540
2020
Q2 		$2K Sell
24
-25
-51% -$1.93K ﹤0.01% 527
2020
Q1 		$3K Hold
49
– – ﹤0.01% 239
2019
Q4 		$4K Hold
49
– – ﹤0.01% 245
2019
Q3 		$4K Hold
49
– – ﹤0.01% 220
2019
Q2 		$4K Hold
49
– – ﹤0.01% 250
2019
Q1 		$4K Hold
49
– – ﹤0.01% 210
2018
Q4 		$3K Hold
49
– – ﹤0.01% 218
2018
Q3 		$3K Sell
49
-24
-33% -$1.53K ﹤0.01% 236
2018
Q2 		$4K Hold
73
– – ﹤0.01% 218
2018
Q1 		$3K Hold
73
– – ﹤0.01% 242
2017
Q4 		$2K Buy
+73
New +$2.39K ﹤0.01% 205

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

Financial Management Professionals's ZEN Position: Q4 2022 in Review

Financial Management Professionals sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in ZEN in Q4 2017 and held it in 20 quarters. The position peaked at $4K in Q4 2019. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Financial Management Professionals reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Financial Management Professionals sold 12 ZENDESK INC shares in Q4 2022, an estimated $1K.
  • Financial Management Professionals first reported a position in ZENDESK INC in Q4 2017 and held it in 20 quarters.
  • Financial Management Professionals's ZENDESK INC position peaked at $4K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Financial Management Professionals's 13F filing for Q4 2022, filed 11 Jan 2023.