TFA
ZEN

Teamwork Financial Advisors’s ZENDESK INC ZEN Stock Holding History

Teamwork Financial 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
2021
Q1 		– Sell
-1,601
Closed -$229K – 254
2020
Q4 		$229K Buy
+1,601
New +$198K 0.05% 186
2020
Q3 		– Sell
-4,971
Closed -$440K – 212
2020
Q2 		$440K Sell
4,971
-81
-2% -$6.24K 0.16% 118
2020
Q1 		$323K Buy
5,052
+1,961
+63% +$153K 0.2% 86
2019
Q4 		$237K Buy
+3,091
New +$226K 0.14% 100

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Teamwork Financial Advisors's ZEN Position: Q1 2021 in Review

Teamwork Financial Advisors sold out of ZENDESK INC (ZEN) in Q1 2021, closing a stake of 1,601 shares — an estimated $229K sold.

Teamwork Financial Advisors first reported a position in ZEN in Q4 2019 and held it in 4 quarters. The position peaked at $440K in Q2 2020. 452 funds tracked by Wall St. Rank hold ZEN as of Q1 2021.

  • Teamwork Financial Advisors reported no remaining ZENDESK INC position as of Q1 2021 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,601 ZENDESK INC shares in Q1 2021, an estimated $229K.
  • Teamwork Financial Advisors first reported a position in ZENDESK INC in Q4 2019 and held it in 4 quarters.
  • Teamwork Financial Advisors's ZENDESK INC position peaked at $440K in Q2 2020.
  • 452 funds tracked by Wall St. Rank held ZENDESK INC as of Q1 2021.

Based on Teamwork Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.