SFA
ZEN

Source Financial Advisors’s ZENDESK INC ZEN Stock Holding History

Source Financial Advisors’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
-26,801
Closed -$2.04M – 120
2022
Q3 		$2.04M Hold
26,801
– – 0.81% 30
2022
Q2 		$1.99M Sell
26,801
-26,800
-50% -$2.64M 0.78% 34
2022
Q1 		$6.45M Buy
53,601
+2,110
+4% +$229K 1.9% 14
2021
Q4 		$5.37M Hold
51,491
– – 1.45% 18
2021
Q3 		$5.99M Hold
51,491
– – 1.56% 17
2021
Q2 		$7.43M Hold
51,491
– – 1.91% 12
2021
Q1 		$6.83M Hold
51,491
– – 1.82% 13
2020
Q4 		$7.37M Buy
+51,491
New +$6.38M 1.99% 9

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Source Financial Advisors's ZEN Position: Q4 2022 in Review

Source Financial Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 26,801 shares — an estimated $2.04M sold.

Source Financial Advisors first reported a position in ZEN in Q4 2020 and held it in 8 quarters. The position peaked at $7.43M in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Source Financial Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Source Financial Advisors sold 26,801 ZENDESK INC shares in Q4 2022, an estimated $2.04M.
  • Source Financial Advisors first reported a position in ZENDESK INC in Q4 2020 and held it in 8 quarters.
  • Source Financial Advisors's ZENDESK INC position peaked at $7.43M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Source Financial Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.