LWP
ZEN

Lumature Wealth Partners’s ZENDESK INC ZEN Stock Holding History

Lumature Wealth Partners’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
-200
Closed -$15K – 407
2022
Q3 		$15K Hold
200
– – 0.01% 298
2022
Q2 		$15K Hold
200
– – 0.01% 302
2022
Q1 		$24K Hold
200
– – 0.01% 304
2021
Q4 		$21K Hold
200
– – 0.01% 291
2021
Q3 		$23K Buy
+200
New +$25.8K 0.01% 280

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 $18.1B AUM 24.69% 1-Year Est. Return

Lumature Wealth Partners's ZEN Position: Q4 2022 in Review

Lumature Wealth Partners sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 200 shares — an estimated $15K sold.

Lumature Wealth Partners first reported a position in ZEN in Q3 2021 and held it in 5 quarters. The position peaked at $24K in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Lumature Wealth Partners reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 200 ZENDESK INC shares in Q4 2022, an estimated $15K.
  • Lumature Wealth Partners first reported a position in ZENDESK INC in Q3 2021 and held it in 5 quarters.
  • Lumature Wealth Partners's ZENDESK INC position peaked at $24K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Lumature Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.