Global Retirement Partners’s ZENDESK INC ZEN Stock Holding History

Global Retirement Partners’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	-5	Closed	–	–	3121
2022 Q3	$0	Hold	5	–	–	﹤0.01%	3079
2022 Q2	$0	Sell	5 -245	-98%	-$24.2K	﹤0.01%	2951
2022 Q1	$22K	Buy	+250	New	+$27.2K	﹤0.01%	1325
2021 Q4	–	Sell	-144	Closed	-$17K	–	1984
2021 Q3	$17K	Sell	144 -226	-61%	-$29.2K	﹤0.01%	1264
2021 Q2	$53K	Buy	370 +79	+27%	+$11.2K	0.01%	829
2021 Q1	$39K	Buy	291 +18	+7%	+$2.58K	﹤0.01%	878
2020 Q4	$39K	Hold	273	–	–	﹤0.01%	818
2020 Q3	$28K	Sell	273 -78	-22%	-$7.3K	﹤0.01%	819
2020 Q2	$31K	Buy	351 +22	+7%	+$1.69K	﹤0.01%	767
2020 Q1	$21K	Buy	329 +65	+25%	+$5.07K	﹤0.01%	799
2019 Q4	$20K	Buy	264 +82	+45%	+$6K	﹤0.01%	941
2019 Q3	$13K	Buy	+182	New	+$15K	﹤0.01%	1063

Other funds holding ZEN

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

Global Retirement Partners's ZEN Position: Q4 2022 in Review

Global Retirement Partners sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 5 shares.

Global Retirement Partners first reported a position in ZEN in Q3 2019 and held it in 12 quarters. The position peaked at $53K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

Global Retirement Partners reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
Global Retirement Partners sold 5 ZENDESK INC shares in Q4 2022.
Global Retirement Partners first reported a position in ZENDESK INC in Q3 2019 and held it in 12 quarters.
Global Retirement Partners's ZENDESK INC position peaked at $53K in Q2 2021.
3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.