SWM
ZEN

Spire Wealth Management’s ZENDESK INC ZEN Stock Holding History

Spire 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
2022
Q4 		– Sell
-1,000
Closed -$76K – 2439
2022
Q3 		$76K Sell
1,000
-100
-9% -$7.59K ﹤0.01% 802
2022
Q2 		$81K Sell
1,100
-105
-9% -$10.4K ﹤0.01% 1112
2022
Q1 		$145K Buy
1,205
+50
+4% +$5.43K ﹤0.01% 1032
2021
Q4 		$120K Buy
1,155
+78
+7% +$8.36K ﹤0.01% 1323
2021
Q3 		$125K Buy
1,077
+10
+0.9% +$1.29K ﹤0.01% 1115
2021
Q2 		$154K Sell
1,067
-34
-3% -$4.8K ﹤0.01% 1034
2021
Q1 		$146K Buy
+1,101
New +$158K ﹤0.01% 1211

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

Spire Wealth Management's ZEN Position: Q4 2022 in Review

Spire Wealth Management sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 1,000 shares — an estimated $76K sold.

Spire Wealth Management first reported a position in ZEN in Q1 2021 and held it in 7 quarters. The position peaked at $154K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Spire Wealth Management reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,000 ZENDESK INC shares in Q4 2022, an estimated $76K.
  • Spire Wealth Management first reported a position in ZENDESK INC in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's ZENDESK INC position peaked at $154K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.