Ropes Wealth Advisors’s ZENDESK INC ZEN Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-328	Closed	-$47K	–	854
2020 Q4	$47K	Buy	328 +22	+7%	+$2.73K	0.01%	391
2020 Q3	$31K	Hold	306	–	–	0.01%	383
2020 Q2	$27K	Hold	306	–	–	0.01%	371
2020 Q1	$20K	Hold	306	–	–	0.01%	367
2019 Q4	$23K	Hold	306	–	–	0.01%	405
2019 Q3	$22K	Hold	306	–	–	﹤0.01%	426
2019 Q2	$27K	Hold	306	–	–	0.01%	405
2019 Q1	$26K	Hold	306	–	–	0.01%	390
2018 Q4	$18K	Hold	306	–	–	0.01%	389
2018 Q3	$22K	Hold	306	–	–	0.01%	398
2018 Q2	$17K	Hold	306	–	–	﹤0.01%	433
2018 Q1	$15K	Hold	306	–	–	﹤0.01%	430
2017 Q4	$10K	Buy	+306	New	+$10K	﹤0.01%	537

Other funds holding ZEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ropes Wealth Advisors's ZEN Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of ZENDESK INC (ZEN) in Q1 2021, closing a stake of 328 shares — an estimated $47K sold.

Ropes Wealth Advisors first reported a position in ZEN in Q4 2017 and held it in 13 quarters. The position peaked at $47K in Q4 2020. 452 funds tracked by Wall St. Rank hold ZEN as of Q1 2021.

Ropes Wealth Advisors reported no remaining ZENDESK INC position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 328 ZENDESK INC shares in Q1 2021, an estimated $47K.
Ropes Wealth Advisors first reported a position in ZENDESK INC in Q4 2017 and held it in 13 quarters.
Ropes Wealth Advisors's ZENDESK INC position peaked at $47K in Q4 2020.
452 funds tracked by Wall St. Rank held ZENDESK INC as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.