RWB
ZEN

RMR Wealth Builders’s ZENDESK INC ZEN Stock Holding History

RMR Wealth Builders’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
-3,112
Closed -$237K – 200
2022
Q3 		$237K Buy
+3,112
New +$236K 0.06% 162

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return