SFS
ZEN

Sowell Financial Services’s ZENDESK INC ZEN Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,757
Closed -$242K – 3049
2021
Q1 		$242K Buy
1,757
+1,035
+143% +$148K 0.01% 944
2020
Q4 		$103K Sell
722
-1,003
-58% -$124K ﹤0.01% 1143
2020
Q3 		$178K Sell
1,725
-184
-10% -$17.2K 0.01% 772
2020
Q2 		$169K Buy
1,909
+1,577
+475% +$121K 0.01% 786
2020
Q1 		$21K Buy
332
+120
+57% +$9.37K ﹤0.01% 1383
2019
Q4 		$16K Buy
212
+46
+28% +$3.37K ﹤0.01% 1524
2019
Q3 		$12K Buy
+166
New +$13.7K ﹤0.01% 1486

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sowell Financial Services's ZEN Position: Q2 2021 in Review

Sowell Financial Services sold out of ZENDESK INC (ZEN) in Q2 2021, closing a stake of 1,757 shares — an estimated $242K sold.

Sowell Financial Services first reported a position in ZEN in Q3 2019 and held it in 7 quarters. The position peaked at $242K in Q1 2021. 477 funds tracked by Wall St. Rank hold ZEN as of Q2 2021.

  • Sowell Financial Services reported no remaining ZENDESK INC position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,757 ZENDESK INC shares in Q2 2021, an estimated $242K.
  • Sowell Financial Services first reported a position in ZENDESK INC in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's ZENDESK INC position peaked at $242K in Q1 2021.
  • 477 funds tracked by Wall St. Rank held ZENDESK INC as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.