GSWM
ZEN

Golden State Wealth Management’s ZENDESK INC ZEN Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-125
Closed -$8K – 1011
2020
Q1 		$8K Buy
+125
New +$9.76K ﹤0.01% 670
2019
Q4 		– Sell
-125
Closed -$9K – 1040
2019
Q3 		$9K Hold
125
– – ﹤0.01% 772
2019
Q2 		$11K Sell
125
-125
-50% -$10.7K ﹤0.01% 739
2019
Q1 		$21K Buy
+250
New +$18.3K 0.01% 622

Other funds holding ZEN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Golden State Wealth Management's ZEN Position: Q2 2020 in Review

Golden State Wealth Management sold out of ZENDESK INC (ZEN) in Q2 2020, closing a stake of 125 shares — an estimated $8K sold.

Golden State Wealth Management first reported a position in ZEN in Q1 2019 and held it in 4 quarters. The position peaked at $21K in Q1 2019. 358 funds tracked by Wall St. Rank hold ZEN as of Q2 2020.

  • Golden State Wealth Management reported no remaining ZENDESK INC position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 125 ZENDESK INC shares in Q2 2020, an estimated $8K.
  • Golden State Wealth Management first reported a position in ZENDESK INC in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's ZENDESK INC position peaked at $21K in Q1 2019.
  • 358 funds tracked by Wall St. Rank held ZENDESK INC as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.