TWA
ZEN

TCI Wealth Advisors’s ZENDESK INC ZEN Stock Holding History

TCI Wealth Advisors’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
-35
Closed -$3K – 2711
2022
Q3 		$3K Buy
35
+21
+150% +$1.59K ﹤0.01% 1887
2022
Q2 		$1K Sell
14
-77
-85% -$7.59K ﹤0.01% 2239
2022
Q1 		$11K Hold
91
– – ﹤0.01% 1075
2021
Q4 		$9K Buy
91
+76
+507% +$8.15K ﹤0.01% 1289
2021
Q3 		$2K Sell
15
-25
-63% -$3.23K ﹤0.01% 2208
2021
Q2 		$6K Sell
40
-9
-18% -$1.27K ﹤0.01% 1389
2021
Q1 		$6K Buy
+49
New +$7.02K ﹤0.01% 1195
2018
Q4 		– Sell
-12
Closed -$1K – 1726
2018
Q3 		$1K Sell
12
-26
-68% -$1.66K ﹤0.01% 1395
2018
Q2 		$2K Buy
+38
New +$2.02K ﹤0.01% 1185

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

TCI Wealth Advisors's ZEN Position: Q4 2022 in Review

TCI Wealth Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 35 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in ZEN in Q2 2018 and held it in 9 quarters. The position peaked at $11K in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • TCI Wealth Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 35 ZENDESK INC shares in Q4 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in ZENDESK INC in Q2 2018 and held it in 9 quarters.
  • TCI Wealth Advisors's ZENDESK INC position peaked at $11K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.