PWPS
ZEN

Pinnacle Wealth Planning Services’s ZENDESK INC ZEN Stock Holding History

Pinnacle Wealth Planning Services’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
-719
Closed -$103K – 2161
2020
Q4 		$103K Buy
+719
New +$89.1K 0.02% 458

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

Pinnacle Wealth Planning Services's ZEN Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of ZENDESK INC (ZEN) in Q1 2021, closing a stake of 719 shares — an estimated $103K sold.

Pinnacle Wealth Planning Services first reported a position in ZEN in Q4 2020 and held it in 1 quarter. The position peaked at $103K in Q4 2020. 452 funds tracked by Wall St. Rank hold ZEN as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining ZENDESK INC position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 719 ZENDESK INC shares in Q1 2021, an estimated $103K.
  • Pinnacle Wealth Planning Services first reported a position in ZENDESK INC in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's ZENDESK INC position peaked at $103K in Q4 2020.
  • 452 funds tracked by Wall St. Rank held ZENDESK INC as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.