SWP
ZEN

Stratos Wealth Partners’s ZENDESK INC ZEN Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-50
Closed -$4K – 2705
2018
Q3 		$4K Buy
+50
New +$3.19K ﹤0.01% 2569
2018
Q2 		– Sell
-150
Closed -$7K – 2791
2018
Q1 		$7K Hold
150
– – ﹤0.01% 2505
2017
Q4 		$5K Buy
+150
New +$4.91K ﹤0.01% 2412

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stratos Wealth Partners's ZEN Position: Q4 2018 in Review

Stratos Wealth Partners sold out of ZENDESK INC (ZEN) in Q4 2018, closing a stake of 50 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in ZEN in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 307 funds tracked by Wall St. Rank hold ZEN as of Q4 2018.

  • Stratos Wealth Partners reported no remaining ZENDESK INC position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 50 ZENDESK INC shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in ZENDESK INC in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's ZENDESK INC position peaked at $7K in Q1 2018.
  • 307 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.