MCC
ZEN

Money Concepts Capital’s ZENDESK INC ZEN Stock Holding History

Money Concepts Capital’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
-2
Closed – – 3333
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1704
2022
Q2 		$0 Sell
2
-140
-99% -$13.8K ﹤0.01% 2802
2022
Q1 		$17K Buy
+142
New +$15.4K ﹤0.01% 1699
2021
Q1 		$462K Sell
3,484
-2,630
-43% -$377K 0.04% 327
2020
Q4 		$875K Buy
+6,114
New +$758K 0.08% 205

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Money Concepts Capital's ZEN Position: Q4 2022 in Review

Money Concepts Capital sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 2 shares.

Money Concepts Capital first reported a position in ZEN in Q4 2020 and held it in 5 quarters. The position peaked at $875K in Q4 2020. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Money Concepts Capital reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Money Concepts Capital sold 2 ZENDESK INC shares in Q4 2022.
  • Money Concepts Capital first reported a position in ZENDESK INC in Q4 2020 and held it in 5 quarters.
  • Money Concepts Capital's ZENDESK INC position peaked at $875K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.