SWM
ZEN

Selective Wealth Management’s ZENDESK INC ZEN Stock Holding History

Selective Wealth Management’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
-58,836
Closed -$4.48M – 789
2022
Q3 		$4.48M Sell
58,836
-30,493
-34% -$2.31M 1.92% 14
2022
Q2 		$6.62M Buy
89,329
+2,227
+3% +$220K 2.36% 14
2022
Q1 		$10.5M Sell
87,102
-785
-0.9% -$85.3K 3.8% 7
2021
Q4 		$9.17M Buy
+87,887
New +$9.42M 3.74% 8

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

Selective Wealth Management's ZEN Position: Q4 2022 in Review

Selective Wealth Management sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 58,836 shares — an estimated $4.48M sold.

Selective Wealth Management first reported a position in ZEN in Q4 2021 and held it in 4 quarters. The position peaked at $10.5M in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Selective Wealth Management reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 58,836 ZENDESK INC shares in Q4 2022, an estimated $4.48M.
  • Selective Wealth Management first reported a position in ZENDESK INC in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's ZENDESK INC position peaked at $10.5M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.