RA
ZEN

Rise Advisors’s ZENDESK INC ZEN Stock Holding History

Rise 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
-107
Closed -$8K – 773
2022
Q3 		$8K Hold
107
– – 0.01% 378
2022
Q2 		$8K Hold
107
– – 0.01% 385
2022
Q1 		$13K Hold
107
– – 0.01% 303
2021
Q4 		$11.2K Buy
+107
New +$11.5K 0.01% 318

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

Rise Advisors's ZEN Position: Q4 2022 in Review

Rise Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 107 shares — an estimated $8K sold.

Rise Advisors first reported a position in ZEN in Q4 2021 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Rise Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Rise Advisors sold 107 ZENDESK INC shares in Q4 2022, an estimated $8K.
  • Rise Advisors first reported a position in ZENDESK INC in Q4 2021 and held it in 4 quarters.
  • Rise Advisors's ZENDESK INC position peaked at $13K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Rise Advisors's 13F filing for Q4 2022, filed 6 Jan 2023.