PWM
ZEN

Perigon Wealth Management’s ZENDESK INC ZEN Stock Holding History

Perigon 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
2021
Q1 		– Sell
-358
Closed -$51K – 1086
2020
Q4 		$51K Buy
+358
New +$44.4K 0.01% 743

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Perigon Wealth Management's ZEN Position: Q1 2021 in Review

Perigon Wealth Management sold out of ZENDESK INC (ZEN) in Q1 2021, closing a stake of 358 shares — an estimated $51K sold.

Perigon Wealth Management first reported a position in ZEN in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 452 funds tracked by Wall St. Rank hold ZEN as of Q1 2021.

  • Perigon Wealth Management reported no remaining ZENDESK INC position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 358 ZENDESK INC shares in Q1 2021, an estimated $51K.
  • Perigon Wealth Management first reported a position in ZENDESK INC in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's ZENDESK INC position peaked at $51K in Q4 2020.
  • 452 funds tracked by Wall St. Rank held ZENDESK INC as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.