VWM
ZEN

Valley Wealth Managers’s ZENDESK INC ZEN Stock Holding History

Valley Wealth Managers’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
-50
Closed -$4K – 475
2022
Q3 		$4K Hold
50
– – ﹤0.01% 352
2022
Q2 		$4K Buy
+50
New +$4.93K ﹤0.01% 364

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

Valley Wealth Managers's ZEN Position: Q4 2022 in Review

Valley Wealth Managers sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 50 shares — an estimated $4K sold.

Valley Wealth Managers first reported a position in ZEN in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Valley Wealth Managers reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 50 ZENDESK INC shares in Q4 2022, an estimated $4K.
  • Valley Wealth Managers first reported a position in ZENDESK INC in Q2 2022 and held it in 2 quarters.
  • Valley Wealth Managers's ZENDESK INC position peaked at $4K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.