SIS
ZEN

Sound Income Strategies’s ZENDESK INC ZEN Stock Holding History

Sound Income Strategies’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
-32
Closed -$2K – 1031
2022
Q3 		$2K Hold
32
– – ﹤0.01% 750
2022
Q2 		$2K Hold
32
– – ﹤0.01% 767
2022
Q1 		$4K Hold
32
– – ﹤0.01% 649
2021
Q4 		$3K Hold
32
– – ﹤0.01% 691
2021
Q3 		$4K Hold
32
– – ﹤0.01% 620
2021
Q2 		$5K Hold
32
– – ﹤0.01% 610
2021
Q1 		$4.24K Hold
32
– – ﹤0.01% 652
2020
Q4 		$5K Hold
32
– – ﹤0.01% 598
2020
Q3 		$3K Sell
32
-41
-56% -$3.83K ﹤0.01% 639
2020
Q2 		$6K Buy
73
+41
+128% +$3.16K ﹤0.01% 492
2020
Q1 		$2K Hold
32
– – ﹤0.01% 625
2019
Q4 		$2K Hold
32
– – ﹤0.01% 595
2019
Q3 		$2K Hold
32
– – ﹤0.01% 559
2019
Q2 		$3K Buy
+32
New +$2.75K ﹤0.01% 525

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

Sound Income Strategies's ZEN Position: Q4 2022 in Review

Sound Income Strategies sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 32 shares — an estimated $2K sold.

Sound Income Strategies first reported a position in ZEN in Q2 2019 and held it in 14 quarters. The position peaked at $6K in Q2 2020. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Sound Income Strategies reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Sound Income Strategies sold 32 ZENDESK INC shares in Q4 2022, an estimated $2K.
  • Sound Income Strategies first reported a position in ZENDESK INC in Q2 2019 and held it in 14 quarters.
  • Sound Income Strategies's ZENDESK INC position peaked at $6K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Sound Income Strategies's 13F filing for Q4 2022, filed 11 Jan 2023.