OPS
ZEN

Orion Portfolio Solutions’s ZENDESK INC ZEN Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-116
Closed -$10K – 2238
2020
Q2 		$10K Buy
116
+7
+6% +$539 ﹤0.01% 1231
2020
Q1 		$7K Sell
109
-2
-2% -$156 ﹤0.01% 1208
2019
Q4 		$9K Buy
+111
New +$8.13K ﹤0.01% 1063

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Orion Portfolio Solutions's ZEN Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of ZENDESK INC (ZEN) in Q3 2020, closing a stake of 116 shares — an estimated $10K sold.

Orion Portfolio Solutions first reported a position in ZEN in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q2 2020. 386 funds tracked by Wall St. Rank hold ZEN as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining ZENDESK INC position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 116 ZENDESK INC shares in Q3 2020, an estimated $10K.
  • Orion Portfolio Solutions first reported a position in ZENDESK INC in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's ZENDESK INC position peaked at $10K in Q2 2020.
  • 386 funds tracked by Wall St. Rank held ZENDESK INC as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.