Level Four Advisory Services’s ZENDESK INC ZEN Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-2,709	Closed	-$359K	–	689
2021 Q1	$359K	Buy	2,709 +776	+40%	+$111K	0.03%	466
2020 Q4	$277K	Sell	1,933 -531	-22%	-$65.8K	0.02%	482
2020 Q3	$254K	Buy	+2,464	New	+$230K	0.02%	471

Other funds holding ZEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Level Four Advisory Services's ZEN Position: Q2 2021 in Review

Level Four Advisory Services sold out of ZENDESK INC (ZEN) in Q2 2021, closing a stake of 2,709 shares — an estimated $359K sold.

Level Four Advisory Services first reported a position in ZEN in Q3 2020 and held it in 3 quarters. The position peaked at $359K in Q1 2021. 478 funds tracked by Wall St. Rank hold ZEN as of Q2 2021.

Level Four Advisory Services reported no remaining ZENDESK INC position as of Q2 2021 after selling out during the quarter.
Level Four Advisory Services sold 2,709 ZENDESK INC shares in Q2 2021, an estimated $359K.
Level Four Advisory Services first reported a position in ZENDESK INC in Q3 2020 and held it in 3 quarters.
Level Four Advisory Services's ZENDESK INC position peaked at $359K in Q1 2021.
478 funds tracked by Wall St. Rank held ZENDESK INC as of Q2 2021.

Based on Level Four Advisory Services's 13F filing for Q2 2021, filed 9 Aug 2021.