SSWM
ZEN

Sheets Smith Wealth Management’s ZENDESK INC ZEN Stock Holding History

Sheets Smith 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
2021
Q3 		– Sell
-3,078
Closed -$444K – 379
2021
Q2 		$444K Sell
3,078
-164
-5% -$23.2K 0.06% 239
2021
Q1 		$430K Hold
3,242
– – 0.06% 230
2020
Q4 		$464K Buy
3,242
+1,168
+56% +$145K 0.07% 212
2020
Q3 		$213K Buy
+2,074
New +$194K 0.04% 278
2019
Q3 		– Sell
-5,198
Closed -$463K – 325
2019
Q2 		$463K Sell
5,198
-40
-0.8% -$3.44K 0.1% 221
2019
Q1 		$445K Buy
+5,238
New +$384K 0.1% 217

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Sheets Smith Wealth Management's ZEN Position: Q3 2021 in Review

Sheets Smith Wealth Management sold out of ZENDESK INC (ZEN) in Q3 2021, closing a stake of 3,078 shares — an estimated $444K sold.

Sheets Smith Wealth Management first reported a position in ZEN in Q1 2019 and held it in 6 quarters. The position peaked at $464K in Q4 2020. 466 funds tracked by Wall St. Rank hold ZEN as of Q3 2021.

  • Sheets Smith Wealth Management reported no remaining ZENDESK INC position as of Q3 2021 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,078 ZENDESK INC shares in Q3 2021, an estimated $444K.
  • Sheets Smith Wealth Management first reported a position in ZENDESK INC in Q1 2019 and held it in 6 quarters.
  • Sheets Smith Wealth Management's ZENDESK INC position peaked at $464K in Q4 2020.
  • 466 funds tracked by Wall St. Rank held ZENDESK INC as of Q3 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.