MFWM
ZEN

Motley Fool Wealth Management’s ZENDESK INC ZEN Stock Holding History

Motley Fool 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
2022
Q4 		– Sell
-284,108
Closed -$21.6M – 135
2022
Q3 		$21.6M Sell
284,108
-4,465
-2% -$339K 1.42% 22
2022
Q2 		$21.4M Sell
288,573
-7,138
-2% -$704K 1.34% 25
2022
Q1 		$35.6M Buy
295,711
+53,592
+22% +$5.82M 1.7% 14
2021
Q4 		$25.3M Sell
242,119
-6,161
-2% -$660K 1.1% 33
2021
Q3 		$28.9M Sell
248,280
-7,179
-3% -$927K 1.26% 26
2021
Q2 		$36.9M Sell
255,459
-4,043
-2% -$571K 1.55% 13
2021
Q1 		$34.4M Sell
259,502
-3,576
-1% -$512K 1.55% 13
2020
Q4 		$37.7M Buy
263,078
+2,507
+1% +$311K 1.68% 12
2020
Q3 		$26.8M Buy
260,571
+1,573
+0.6% +$147K 1.39% 18
2020
Q2 		$22.9M Sell
258,998
-7,374
-3% -$568K 1.3% 21
2020
Q1 		$17.1M Sell
266,372
-12,997
-5% -$1.01M 1.23% 26
2019
Q4 		$21.4M Buy
+279,369
New +$20.5M 1.28% 22

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

Motley Fool Wealth Management's ZEN Position: Q4 2022 in Review

Motley Fool Wealth Management sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 284,108 shares — an estimated $21.6M sold.

Motley Fool Wealth Management first reported a position in ZEN in Q4 2019 and held it in 12 quarters. The position peaked at $37.7M in Q4 2020. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Motley Fool Wealth Management reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Motley Fool Wealth Management sold 284,108 ZENDESK INC shares in Q4 2022, an estimated $21.6M.
  • Motley Fool Wealth Management first reported a position in ZENDESK INC in Q4 2019 and held it in 12 quarters.
  • Motley Fool Wealth Management's ZENDESK INC position peaked at $37.7M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Motley Fool Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.