WAM
ZEN

Wealthspire Advisors (Maryland)’s ZENDESK INC ZEN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3
Closed – – 2263
2019
Q1 		$0 Sell
3
-10
-77% -$734 ﹤0.01% 2628
2018
Q4 		$1K Sell
13
-3
-19% -$173 ﹤0.01% 2371
2018
Q3 		$1K Buy
16
+6
+60% +$383 ﹤0.01% 2347
2018
Q2 		$1K Buy
+10
New +$531 ﹤0.01% 2387

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ZEN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ZENDESK INC (ZEN) in Q2 2019, closing a stake of 3 shares.

Wealthspire Advisors (Maryland) first reported a position in ZEN in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 334 funds tracked by Wall St. Rank hold ZEN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ZENDESK INC position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 ZENDESK INC shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in ZENDESK INC in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s ZENDESK INC position peaked at $1K in Q4 2018.
  • 334 funds tracked by Wall St. Rank held ZENDESK INC as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.