GWS
ZEN

Glassman Wealth Services’s ZENDESK INC ZEN Stock Holding History

Glassman Wealth Services’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
-191
Closed -$15K – 2073
2022
Q3 		$15K Buy
191
+9
+5% +$683 ﹤0.01% 697
2022
Q2 		$13K Buy
182
+139
+323% +$13.7K ﹤0.01% 746
2022
Q1 		$5K Buy
43
+16
+59% +$1.74K ﹤0.01% 1030
2021
Q4 		$3K Buy
27
+8
+42% +$858 ﹤0.01% 1151
2021
Q3 		$2K Buy
19
+4
+27% +$517 ﹤0.01% 1248
2021
Q2 		$2K Sell
15
-302
-95% -$42.6K ﹤0.01% 1206
2021
Q1 		$42K Buy
317
+13
+4% +$1.86K 0.01% 356
2020
Q4 		$44K Hold
304
– – 0.01% 359
2020
Q3 		$31K Buy
304
+4
+1% +$374 0.01% 373
2020
Q2 		$27K Buy
300
+297
+9,900% +$22.9K 0.01% 342
2020
Q1 		$0 Sell
3
-6
-67% -$468 ﹤0.01% 1689
2019
Q4 		$1K Buy
9
+6
+200% +$439 ﹤0.01% 1101
2019
Q3 		$0 Sell
3
-6
-67% -$494 ﹤0.01% 1472
2019
Q2 		$1K Buy
+9
New +$773 ﹤0.01% 983

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

Glassman Wealth Services's ZEN Position: Q4 2022 in Review

Glassman Wealth Services sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 191 shares — an estimated $15K sold.

Glassman Wealth Services first reported a position in ZEN in Q2 2019 and held it in 14 quarters. The position peaked at $44K in Q4 2020. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Glassman Wealth Services reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 191 ZENDESK INC shares in Q4 2022, an estimated $15K.
  • Glassman Wealth Services first reported a position in ZENDESK INC in Q2 2019 and held it in 14 quarters.
  • Glassman Wealth Services's ZENDESK INC position peaked at $44K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.