LWM
ZEN

Liberty Wealth Management’s ZENDESK INC ZEN Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-5
Closed -$1K – 1192
2021
Q3 		$1K Hold
5
– – ﹤0.01% 1160
2021
Q2 		$1K Hold
5
– – ﹤0.01% 1055
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1063
2020
Q4 		$0 Buy
+5
New +$620 ﹤0.01% 1100

Other funds holding ZEN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Liberty Wealth Management's ZEN Position: Q4 2021 in Review

Liberty Wealth Management sold out of ZENDESK INC (ZEN) in Q4 2021, closing a stake of 5 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in ZEN in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 466 funds tracked by Wall St. Rank hold ZEN as of Q4 2021.

  • Liberty Wealth Management reported no remaining ZENDESK INC position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 5 ZENDESK INC shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in ZENDESK INC in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's ZENDESK INC position peaked at $1K in Q3 2021.
  • 466 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.