GA
ZEN

GoalVest Advisory’s ZENDESK INC ZEN Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-704
Closed -$85K – 565
2022
Q1 		$85K Buy
+704
New +$76.5K 0.05% 136
2021
Q2 		$534K Sell
3,701
-2,928
-44% -$413K 0.33% 82
2021
Q1 		$879K Buy
6,629
+830
+14% +$119K 0.66% 49
2020
Q4 		$830K Buy
+5,799
New +$719K 0.7% 46

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GoalVest Advisory's ZEN Position: Q2 2022 in Review

GoalVest Advisory sold out of ZENDESK INC (ZEN) in Q2 2022, closing a stake of 704 shares — an estimated $85K sold.

GoalVest Advisory first reported a position in ZEN in Q4 2020 and held it in 4 quarters. The position peaked at $879K in Q1 2021. 451 funds tracked by Wall St. Rank hold ZEN as of Q2 2022.

  • GoalVest Advisory reported no remaining ZENDESK INC position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 704 ZENDESK INC shares in Q2 2022, an estimated $85K.
  • GoalVest Advisory first reported a position in ZENDESK INC in Q4 2020 and held it in 4 quarters.
  • GoalVest Advisory's ZENDESK INC position peaked at $879K in Q1 2021.
  • 451 funds tracked by Wall St. Rank held ZENDESK INC as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.