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 $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return