JWS
ZEN

Juncture Wealth Strategies’s ZENDESK INC ZEN Stock Holding History

Juncture Wealth Strategies’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
Q2 		– Sell
-5,549
Closed -$667K – 122
2022
Q1 		$667K Buy
5,549
+879
+19% +$95.5K 0.32% 59
2021
Q4 		$487K Sell
4,670
-1,333
-22% -$143K 0.23% 85
2021
Q3 		$699K Buy
6,003
+614
+11% +$79.3K 0.37% 56
2021
Q2 		$678K Buy
5,389
+644
+14% +$90.9K 0.39% 58
2021
Q1 		$606K Buy
4,745
+295
+7% +$42.3K 0.38% 61
2020
Q4 		$637K Sell
4,450
-135
-3% -$16.7K 0.4% 55
2020
Q3 		$472K Buy
+4,585
New +$429K 0.33% 71

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Juncture Wealth Strategies's ZEN Position: Q2 2022 in Review

Juncture Wealth Strategies sold out of ZENDESK INC (ZEN) in Q2 2022, closing a stake of 5,549 shares — an estimated $667K sold.

Juncture Wealth Strategies first reported a position in ZEN in Q3 2020 and held it in 7 quarters. The position peaked at $699K in Q3 2021. 451 funds tracked by Wall St. Rank hold ZEN as of Q2 2022.

  • Juncture Wealth Strategies reported no remaining ZENDESK INC position as of Q2 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 5,549 ZENDESK INC shares in Q2 2022, an estimated $667K.
  • Juncture Wealth Strategies first reported a position in ZENDESK INC in Q3 2020 and held it in 7 quarters.
  • Juncture Wealth Strategies's ZENDESK INC position peaked at $699K in Q3 2021.
  • 451 funds tracked by Wall St. Rank held ZENDESK INC as of Q2 2022.

Based on Juncture Wealth Strategies's 13F filing for Q2 2022, filed 14 Jul 2022.