WTA
ZEN

Washington Trust Advisors’s ZENDESK INC ZEN Stock Holding History

Washington Trust 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
-275
Closed -$21K – 913
2022
Q3 		$21K Hold
275
– – ﹤0.01% 515
2022
Q2 		$20K Hold
275
– – ﹤0.01% 544
2022
Q1 		$33K Buy
275
+75
+38% +$8.15K ﹤0.01% 509
2021
Q4 		$21K Buy
+200
New +$21.4K ﹤0.01% 624

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

Washington Trust Advisors's ZEN Position: Q4 2022 in Review

Washington Trust Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 275 shares — an estimated $21K sold.

Washington Trust Advisors first reported a position in ZEN in Q4 2021 and held it in 4 quarters. The position peaked at $33K in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Washington Trust Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 275 ZENDESK INC shares in Q4 2022, an estimated $21K.
  • Washington Trust Advisors first reported a position in ZENDESK INC in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's ZENDESK INC position peaked at $33K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.