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 $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 $20.6B AUM 34.61% 1-Year Est. Return

RMR Wealth Builders's ZEN Position: Q4 2022 in Review

RMR Wealth Builders sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 3,112 shares — an estimated $237K sold.

RMR Wealth Builders first reported a position in ZEN in Q3 2022 and held it in 1 quarter. The position peaked at $237K in Q3 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • RMR Wealth Builders reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • RMR Wealth Builders sold 3,112 ZENDESK INC shares in Q4 2022, an estimated $237K.
  • RMR Wealth Builders first reported a position in ZENDESK INC in Q3 2022 and held it in 1 quarter.
  • RMR Wealth Builders's ZENDESK INC position peaked at $237K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on RMR Wealth Builders's 13F filing for Q4 2022, filed 2 Feb 2023.