TC
ZEN

Truvestments Capital’s ZENDESK INC ZEN Stock Holding History

Truvestments Capital’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
-3,790
Closed -$288K – 977
2022
Q3 		$288K Sell
3,790
-93
-2% -$7.06K 0.18% 116
2022
Q2 		$288K Sell
3,883
-70
-2% -$6.9K 0.17% 123
2022
Q1 		$476K Buy
3,953
+233
+6% +$25.3K 0.26% 90
2021
Q4 		$388K Buy
3,720
+170
+5% +$18.2K 0.19% 107
2021
Q3 		$413K Buy
3,550
+56
+2% +$7.24K 0.23% 106
2021
Q2 		$504K Sell
3,494
-80
-2% -$11.3K 0.28% 89
2021
Q1 		$474K Buy
3,574
+577
+19% +$82.7K 0.27% 99
2020
Q4 		$428K Buy
2,997
+292
+11% +$36.2K 0.3% 87
2020
Q3 		$278K Buy
2,705
+1,341
+98% +$125K 0.25% 112
2020
Q2 		$120K Buy
1,364
+1,145
+523% +$88.1K 0.12% 132
2020
Q1 		$14K Buy
+219
New +$17.1K 0.02% 306

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Truvestments Capital's ZEN Position: Q4 2022 in Review

Truvestments Capital sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 3,790 shares — an estimated $288K sold.

Truvestments Capital first reported a position in ZEN in Q1 2020 and held it in 11 quarters. The position peaked at $504K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Truvestments Capital reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Truvestments Capital sold 3,790 ZENDESK INC shares in Q4 2022, an estimated $288K.
  • Truvestments Capital first reported a position in ZENDESK INC in Q1 2020 and held it in 11 quarters.
  • Truvestments Capital's ZENDESK INC position peaked at $504K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Truvestments Capital's 13F filing for Q4 2022, filed 14 Feb 2023.