HAG
ZEN

HighPoint Advisor Group’s ZENDESK INC ZEN Stock Holding History

HighPoint Advisor Group’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
2021
Q3 		– Sell
-3,040
Closed -$439K – 603
2021
Q2 		$439K Buy
3,040
+648
+27% +$91.5K 0.04% 326
2021
Q1 		$345K Buy
2,392
+142
+6% +$20.3K 0.04% 345
2020
Q4 		$349K Buy
2,250
+482
+27% +$59.7K 0.04% 322
2020
Q3 		$218K Buy
+1,768
New +$165K 0.04% 338

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

HighPoint Advisor Group's ZEN Position: Q3 2021 in Review

HighPoint Advisor Group sold out of ZENDESK INC (ZEN) in Q3 2021, closing a stake of 3,040 shares — an estimated $439K sold.

HighPoint Advisor Group first reported a position in ZEN in Q3 2020 and held it in 4 quarters. The position peaked at $439K in Q2 2021. 466 funds tracked by Wall St. Rank hold ZEN as of Q3 2021.

  • HighPoint Advisor Group reported no remaining ZENDESK INC position as of Q3 2021 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,040 ZENDESK INC shares in Q3 2021, an estimated $439K.
  • HighPoint Advisor Group first reported a position in ZENDESK INC in Q3 2020 and held it in 4 quarters.
  • HighPoint Advisor Group's ZENDESK INC position peaked at $439K in Q2 2021.
  • 466 funds tracked by Wall St. Rank held ZENDESK INC as of Q3 2021.

Based on HighPoint Advisor Group's 13F filing for Q3 2021, filed 15 Nov 2021.