RWA
ZEN

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return