SPIA
ZEN

Steward Partners Investment Advisory’s ZENDESK INC ZEN Stock Holding History

Steward Partners Investment Advisory’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
-21
Closed -$2K – 3503
2022
Q3 		$2K Hold
21
– – ﹤0.01% 3087
2022
Q2 		$2K Sell
21
-460
-96% -$45.4K ﹤0.01% 3071
2022
Q1 		$58K Buy
481
+336
+232% +$36.5K ﹤0.01% 1843
2021
Q4 		$15K Sell
145
-21
-13% -$2.25K ﹤0.01% 2459
2021
Q3 		$19K Sell
166
-29
-15% -$3.75K ﹤0.01% 2359
2021
Q2 		$28K Buy
195
+49
+34% +$6.92K ﹤0.01% 4390
2021
Q1 		$19.4K Buy
146
+125
+595% +$17.9K ﹤0.01% 2504
2020
Q4 		$3K Sell
21
-234
-92% -$29K ﹤0.01% 2671
2020
Q3 		$26K Buy
255
+104
+69% +$9.73K ﹤0.01% 1798
2020
Q2 		$13K Buy
151
+76
+101% +$5.85K ﹤0.01% 1948
2020
Q1 		$4K Hold
75
– – ﹤0.01% 2181
2019
Q4 		$5K Sell
75
-300
-80% -$22K ﹤0.01% 2269
2019
Q3 		$27K Buy
375
+300
+400% +$24.7K ﹤0.01% 1625
2019
Q2 		$6K Buy
+75
New +$6.45K ﹤0.01% 2188
2017
Q4 		– Sell
-9
Closed – – 1981
2017
Q3 		$0 Buy
+9
New +$253 ﹤0.01% 1795

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

Steward Partners Investment Advisory's ZEN Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 21 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in ZEN in Q3 2017 and held it in 15 quarters. The position peaked at $58K in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 21 ZENDESK INC shares in Q4 2022, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in ZENDESK INC in Q3 2017 and held it in 15 quarters.
  • Steward Partners Investment Advisory's ZENDESK INC position peaked at $58K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.