LPL Financial
ZEN

LPL Financial’s ZENDESK INC ZEN Stock Holding History

LPL Financial’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
-13,967
Closed -$1.06M – 4630
2022
Q3 		$1.06M Sell
13,967
-1,965
-12% -$149K ﹤0.01% 2493
2022
Q2 		$1.18M Sell
15,932
-420
-3% -$41.4K ﹤0.01% 2452
2022
Q1 		$1.97M Sell
16,352
-12,028
-42% -$1.31M ﹤0.01% 2079
2021
Q4 		$2.96M Sell
28,380
-3,700
-12% -$397K ﹤0.01% 1798
2021
Q3 		$3.73M Sell
32,080
-36,256
-53% -$4.68M ﹤0.01% 1591
2021
Q2 		$9.86M Buy
68,336
+3,890
+6% +$549K 0.01% 914
2021
Q1 		$8.55M Buy
64,446
+753
+1% +$108K 0.01% 912
2020
Q4 		$9.12M Buy
63,693
+2,562
+4% +$318K 0.01% 794
2020
Q3 		$6.29M Buy
61,131
+20,531
+51% +$1.92M 0.01% 843
2020
Q2 		$3.59M Buy
40,600
+6,196
+18% +$477K 0.01% 1038
2020
Q1 		$2.2M Buy
34,404
+10,925
+47% +$853K ﹤0.01% 1137
2019
Q4 		$1.8M Buy
23,479
+2,416
+11% +$177K ﹤0.01% 1426
2019
Q3 		$1.53M Buy
21,063
+11,753
+126% +$968K ﹤0.01% 1434
2019
Q2 		$829K Buy
9,310
+2,644
+40% +$227K ﹤0.01% 1866
2019
Q1 		$567K Buy
+6,666
New +$489K ﹤0.01% 2122

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

LPL Financial's ZEN Position: Q4 2022 in Review

LPL Financial sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 13,967 shares — an estimated $1.06M sold.

LPL Financial first reported a position in ZEN in Q1 2019 and held it in 15 quarters. The position peaked at $9.86M in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • LPL Financial reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 13,967 ZENDESK INC shares in Q4 2022, an estimated $1.06M.
  • LPL Financial first reported a position in ZENDESK INC in Q1 2019 and held it in 15 quarters.
  • LPL Financial's ZENDESK INC position peaked at $9.86M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.