HI
ZEN

Harbour Investments’s ZENDESK INC ZEN Stock Holding History

Harbour Investments’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
-2,695
Closed -$200K – 3156
2022
Q3 		$200K Hold
2,695
– – 0.01% 688
2022
Q2 		$200K Buy
+2,695
New +$266K 0.01% 688
2021
Q4 		$125K Buy
1,199
+889
+287% +$95.3K 0.01% 883
2021
Q3 		$36K Buy
310
+4
+1% +$517 ﹤0.01% 1973
2021
Q2 		$44K Hold
306
– – ﹤0.01% 1901
2021
Q1 		$41K Buy
+306
New +$43.8K ﹤0.01% 1815

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 $18.1B AUM 24.69% 1-Year Est. Return

Harbour Investments's ZEN Position: Q4 2022 in Review

Harbour Investments sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 2,695 shares — an estimated $200K sold.

Harbour Investments first reported a position in ZEN in Q1 2021 and held it in 6 quarters. The position peaked at $200K in Q3 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Harbour Investments reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Harbour Investments sold 2,695 ZENDESK INC shares in Q4 2022, an estimated $200K.
  • Harbour Investments first reported a position in ZENDESK INC in Q1 2021 and held it in 6 quarters.
  • Harbour Investments's ZENDESK INC position peaked at $200K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Harbour Investments's 13F filing for Q4 2022, filed 16 Feb 2023.