WT
ZEN

Whittier Trust’s ZENDESK INC ZEN Stock Holding History

Whittier Trust’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
-116
Closed -$9K – 1755
2022
Q3 		$9K Hold
116
– – ﹤0.01% 1366
2022
Q2 		$9K Sell
116
-19
-14% -$1.87K ﹤0.01% 1348
2022
Q1 		$16K Buy
135
+73
+118% +$7.93K ﹤0.01% 1261
2021
Q4 		$6K Hold
62
– – ﹤0.01% 1401
2021
Q3 		$7K Hold
62
– – ﹤0.01% 1305
2021
Q2 		$9K Hold
62
– – ﹤0.01% 1292
2021
Q1 		$8K Buy
+62
New +$8.88K ﹤0.01% 1292

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

Whittier Trust's ZEN Position: Q4 2022 in Review

Whittier Trust sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 116 shares — an estimated $9K sold.

Whittier Trust first reported a position in ZEN in Q1 2021 and held it in 7 quarters. The position peaked at $16K in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Whittier Trust reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 116 ZENDESK INC shares in Q4 2022, an estimated $9K.
  • Whittier Trust first reported a position in ZENDESK INC in Q1 2021 and held it in 7 quarters.
  • Whittier Trust's ZENDESK INC position peaked at $16K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.