SIC
ZEN

Salem Investment Counselors’s ZENDESK INC ZEN Stock Holding History

Salem Investment Counselors’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
-50
Closed -$4K – 1158
2022
Q3 		$4K Hold
50
– – ﹤0.01% 896
2022
Q2 		$4K Sell
50
-12
-19% -$1.18K ﹤0.01% 921
2022
Q1 		$7K Buy
62
+12
+24% +$1.3K ﹤0.01% 818
2021
Q4 		$5K Buy
+50
New +$5.36K ﹤0.01% 938

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

Salem Investment Counselors's ZEN Position: Q4 2022 in Review

Salem Investment Counselors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 50 shares — an estimated $4K sold.

Salem Investment Counselors first reported a position in ZEN in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Salem Investment Counselors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 50 ZENDESK INC shares in Q4 2022, an estimated $4K.
  • Salem Investment Counselors first reported a position in ZENDESK INC in Q4 2021 and held it in 4 quarters.
  • Salem Investment Counselors's ZENDESK INC position peaked at $7K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Salem Investment Counselors's 13F filing for Q4 2022, filed 15 Feb 2023.