GAA
ZEN

Green Alpha Advisors’s ZENDESK INC ZEN Stock Holding History

Green Alpha Advisors’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
-7,698
Closed -$586K – 149
2022
Q3 		$586K Buy
7,698
+46
+0.6% +$3.49K 0.5% 93
2022
Q2 		$567K Buy
7,652
+853
+13% +$84.1K 0.13% 121
2022
Q1 		$818K Buy
6,799
+356
+6% +$38.7K 0.55% 81
2021
Q4 		$672K Buy
6,443
+236
+4% +$25.3K 0.45% 94
2021
Q3 		$722K Buy
6,207
+385
+7% +$49.7K 0.5% 100
2021
Q2 		$840K Sell
5,822
-234
-4% -$33K 0.57% 89
2021
Q1 		$803K Buy
6,056
+1,590
+36% +$228K 0.79% 52
2020
Q4 		$639K Buy
+4,466
New +$554K 0.77% 51

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

Green Alpha Advisors's ZEN Position: Q4 2022 in Review

Green Alpha Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 7,698 shares — an estimated $586K sold.

Green Alpha Advisors first reported a position in ZEN in Q4 2020 and held it in 8 quarters. The position peaked at $840K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Green Alpha Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Green Alpha Advisors sold 7,698 ZENDESK INC shares in Q4 2022, an estimated $586K.
  • Green Alpha Advisors first reported a position in ZENDESK INC in Q4 2020 and held it in 8 quarters.
  • Green Alpha Advisors's ZENDESK INC position peaked at $840K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Green Alpha Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.