JWA
ZEN

JFS Wealth Advisors’s ZENDESK INC ZEN Stock Holding History

JFS Wealth 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
-2
Closed – – 2013
2022
Q3 		$0 Sell
2
-3
-60% -$228 ﹤0.01% 1987
2022
Q2 		$0 Sell
5
-27
-84% -$2.66K ﹤0.01% 2000
2022
Q1 		$4K Buy
32
+28
+700% +$3.04K ﹤0.01% 1193
2021
Q4 		$0 Buy
+4
New +$429 ﹤0.01% 1942

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JFS Wealth Advisors's ZEN Position: Q4 2022 in Review

JFS Wealth Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 2 shares.

JFS Wealth Advisors first reported a position in ZEN in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • JFS Wealth Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 ZENDESK INC shares in Q4 2022.
  • JFS Wealth Advisors first reported a position in ZENDESK INC in Q4 2021 and held it in 4 quarters.
  • JFS Wealth Advisors's ZENDESK INC position peaked at $4K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.