SW
ZEN

SVB Wealth’s ZENDESK INC ZEN Stock Holding History

SVB Wealth’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
-3,768
Closed -$287K – 1110
2022
Q3 		$287K Buy
+3,768
New +$286K ﹤0.01% 713
2022
Q2 		– Sell
-1,884
Closed -$226K – 869
2022
Q1 		$226K Sell
1,884
-60
-3% -$6.52K ﹤0.01% 663
2021
Q4 		$203K Buy
+1,944
New +$208K ﹤0.01% 706
2021
Q3 		– Sell
-1,801
Closed -$260K – 1060
2021
Q2 		$260K Buy
1,801
+169
+10% +$23.9K ﹤0.01% 815
2021
Q1 		$217K Sell
1,632
-33
-2% -$4.73K ﹤0.01% 813
2020
Q4 		$238K Buy
+1,665
New +$206K ﹤0.01% 695

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

SVB Wealth's ZEN Position: Q4 2022 in Review

SVB Wealth sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 3,768 shares — an estimated $287K sold.

SVB Wealth first reported a position in ZEN in Q4 2020 and held it in 6 quarters. The position peaked at $287K in Q3 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • SVB Wealth reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • SVB Wealth sold 3,768 ZENDESK INC shares in Q4 2022, an estimated $287K.
  • SVB Wealth first reported a position in ZENDESK INC in Q4 2020 and held it in 6 quarters.
  • SVB Wealth's ZENDESK INC position peaked at $287K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on SVB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.