Northwestern Mutual Wealth Management
ZEN

Northwestern Mutual Wealth Management’s ZENDESK INC ZEN Stock Holding History

Northwestern Mutual 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
-6,259
Closed -$477K – 3534
2022
Q3 		$477K Sell
6,259
-2,076
-25% -$158K ﹤0.01% 1062
2022
Q2 		$618K Sell
8,335
-852
-9% -$84K ﹤0.01% 968
2022
Q1 		$1.1M Buy
9,187
+715
+8% +$77.7K ﹤0.01% 814
2021
Q4 		$883K Buy
8,472
+4,658
+122% +$499K ﹤0.01% 870
2021
Q3 		$444K Sell
3,814
-219
-5% -$28.3K ﹤0.01% 1040
2021
Q2 		$582K Buy
4,033
+168
+4% +$23.7K ﹤0.01% 930
2021
Q1 		$513K Sell
3,865
-5
-0.1% -$716 ﹤0.01% 906
2020
Q4 		$554K Buy
3,870
+865
+29% +$107K ﹤0.01% 802
2020
Q3 		$309K Buy
3,005
+1,221
+68% +$114K ﹤0.01% 892
2020
Q2 		$158K Buy
1,784
+1,693
+1,860% +$130K ﹤0.01% 1051
2020
Q1 		$6K Buy
+91
New +$7.1K ﹤0.01% 2042
2018
Q3 		– Sell
-21
Closed -$1K – 2680
2018
Q2 		$1K Buy
+21
New +$1.12K ﹤0.01% 2308
2018
Q1 		– Sell
-223
Closed -$8K – 2478
2017
Q4 		$8K Buy
+223
New +$7.3K ﹤0.01% 1831
2016
Q2 		– Sell
-168
Closed -$4K – 2310
2016
Q1 		$4K Buy
+168
New +$3.41K ﹤0.01% 1748

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

Northwestern Mutual Wealth Management's ZEN Position: Q4 2022 in Review

Northwestern Mutual Wealth Management sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 6,259 shares — an estimated $477K sold.

Northwestern Mutual Wealth Management first reported a position in ZEN in Q1 2016 and held it in 14 quarters. The position peaked at $1.1M in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Northwestern Mutual Wealth Management reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 6,259 ZENDESK INC shares in Q4 2022, an estimated $477K.
  • Northwestern Mutual Wealth Management first reported a position in ZENDESK INC in Q1 2016 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's ZENDESK INC position peaked at $1.1M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2022, filed 21 Feb 2023.