SSG
ZEN

Summit Securities Group’s ZENDESK INC ZEN Stock Holding History

Summit Securities Group’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 		– Hold
0
– – – 1530
2022
Q3 		– Sell
-40,500
Closed -$3.07M – 1301
2022
Q2 		$3M Buy
40,500
+39,700
+4,963% +$3.91M 1.01% 46
2022
Q1 		$96K Buy
+800
New +$86.9K 0.03% 517
2014
Q4 		– Sell
-2,691
Closed -$58K – 773
2014
Q3 		$58K Buy
+2,691
New +$56.7K 0.02% 381

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