PMFA
ZEN

Plante Moran Financial Advisors’s ZENDESK INC ZEN Stock Holding History

Plante Moran Financial 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
-19
Closed -$1K – 989
2022
Q3 		$1K Hold
19
– – ﹤0.01% 837
2022
Q2 		$1K Hold
19
– – ﹤0.01% 963
2022
Q1 		$2K Hold
19
– – ﹤0.01% 760
2021
Q4 		$2K Hold
19
– – ﹤0.01% 939
2021
Q3 		$2K Hold
19
– – ﹤0.01% 885
2021
Q2 		$3K Hold
19
– – ﹤0.01% 868
2021
Q1 		$3K Buy
+19
New +$2.72K ﹤0.01% 889
2020
Q4 		– Sell
-53
Closed -$5K – 1029
2020
Q3 		$5K Buy
+53
New +$4.96K ﹤0.01% 699

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

Plante Moran Financial Advisors's ZEN Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in ZEN in Q3 2020 and held it in 8 quarters. The position peaked at $5K in Q3 2020. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 19 ZENDESK INC shares in Q4 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in ZENDESK INC in Q3 2020 and held it in 8 quarters.
  • Plante Moran Financial Advisors's ZENDESK INC position peaked at $5K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.