Nisa Investment Advisors
ZEN

Nisa Investment Advisors’s ZENDESK INC ZEN Stock Holding History

Nisa Investment Advisors’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
-1,520
Closed -$116K – 2798
2022
Q3 		$116K Buy
1,520
+430
+39% +$32.6K ﹤0.01% 1438
2022
Q2 		$81K Sell
1,090
-1,705
-61% -$168K ﹤0.01% 1564
2022
Q1 		$336K Sell
2,795
-140
-5% -$15.2K ﹤0.01% 1196
2021
Q4 		$289K Hold
2,935
– – ﹤0.01% 1160
2021
Q3 		$342 Hold
2,935
– – ﹤0.01% 1236
2021
Q2 		$424 Hold
2,935
– – ﹤0.01% 1175
2021
Q1 		$389 Hold
2,935
– – ﹤0.01% 1240
2020
Q4 		$420K Hold
2,935
– – ﹤0.01% 1221
2020
Q3 		$302K Sell
2,935
-300
-9% -$28.1K ﹤0.01% 1190
2020
Q2 		$286K Hold
3,235
– – ﹤0.01% 1196
2020
Q1 		$207K Hold
3,235
– – ﹤0.01% 1185
2019
Q4 		$248K Buy
3,235
+90
+3% +$6.59K ﹤0.01% 1276
2019
Q3 		$229K Sell
3,145
-80
-2% -$6.59K ﹤0.01% 1282
2019
Q2 		$287K Buy
3,225
+140
+5% +$12K ﹤0.01% 1244
2019
Q1 		$262K Hold
3,085
– – ﹤0.01% 1232
2018
Q4 		$180K Buy
3,085
+3,000
+3,529% +$173K ﹤0.01% 1268
2018
Q3 		$6K Sell
85
-150
-64% -$9.57K ﹤0.01% 1859
2018
Q2 		$13K Sell
235
-220
-48% -$11.7K ﹤0.01% 1665
2018
Q1 		$22K Sell
455
-325
-42% -$13.5K ﹤0.01% 1474
2017
Q4 		$26K Hold
780
– – ﹤0.01% 1501
2017
Q3 		$23K Hold
780
– – ﹤0.01% 1509
2017
Q2 		$22K Buy
780
+250
+47% +$6.86K ﹤0.01% 1475
2017
Q1 		$15K Sell
530
-470
-47% -$12.2K ﹤0.01% 1569
2016
Q4 		$21K Buy
+1,000
New +$24.2K ﹤0.01% 1630

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

Nisa Investment Advisors's ZEN Position: Q4 2022 in Review

Nisa Investment Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 1,520 shares — an estimated $116K sold.

Nisa Investment Advisors first reported a position in ZEN in Q4 2016 and held it in 24 quarters. The position peaked at $420K in Q4 2020. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Nisa Investment Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Nisa Investment Advisors sold 1,520 ZENDESK INC shares in Q4 2022, an estimated $116K.
  • Nisa Investment Advisors first reported a position in ZENDESK INC in Q4 2016 and held it in 24 quarters.
  • Nisa Investment Advisors's ZENDESK INC position peaked at $420K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Nisa Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.