FGIM
ZEN

First Growth Investment Manager’s ZENDESK INC ZEN Stock Holding History

First Growth Investment Manager’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
Q3 		– Sell
-56,590
Closed -$4.29M – 33
2022
Q2 		$4.19M Buy
56,590
+1,267
+2% +$125K 5.42% 6
2022
Q1 		$6.66M Buy
55,323
+3,750
+7% +$407K 4.85% 6
2021
Q4 		$5.38M Buy
51,573
+750
+1% +$80.4K 2.77% 13
2021
Q3 		$5.92M Buy
50,823
+423
+0.8% +$54.6K 2.15% 18
2021
Q2 		$7.28M Hold
50,400
– – 2.66% 11
2021
Q1 		$6.68M Buy
50,400
+400
+0.8% +$57.3K 2.28% 21
2020
Q4 		$7.16M Buy
+50,000
New +$6.2M 5.02% 8

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 $18.1B AUM 24.69% 1-Year Est. Return

First Growth Investment Manager's ZEN Position: Q3 2022 in Review

First Growth Investment Manager sold out of ZENDESK INC (ZEN) in Q3 2022, closing a stake of 56,590 shares — an estimated $4.29M sold.

First Growth Investment Manager first reported a position in ZEN in Q4 2020 and held it in 7 quarters. The position peaked at $7.28M in Q2 2021. 400 funds tracked by Wall St. Rank hold ZEN as of Q3 2022.

  • First Growth Investment Manager reported no remaining ZENDESK INC position as of Q3 2022 after selling out during the quarter.
  • First Growth Investment Manager sold 56,590 ZENDESK INC shares in Q3 2022, an estimated $4.29M.
  • First Growth Investment Manager first reported a position in ZENDESK INC in Q4 2020 and held it in 7 quarters.
  • First Growth Investment Manager's ZENDESK INC position peaked at $7.28M in Q2 2021.
  • 400 funds tracked by Wall St. Rank held ZENDESK INC as of Q3 2022.

Based on First Growth Investment Manager's 13F filing for Q3 2022, filed 14 Nov 2022.