AWA
ZUO

Aaron Wealth Advisors’s Zuora, Inc. ZUO Stock Holding History

Aaron Wealth Advisors’s Portfolio ZUO Stock Details ZUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,472,439
Closed -$13.2M – 245
2022
Q2 		$13.2M Sell
1,472,439
-27
-0% -$300 3.31% 8
2022
Q1 		$22.1M Buy
+1,472,466
New +$22.7M 5.09% 4

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aaron Wealth Advisors's ZUO Position: Q3 2022 in Review

Aaron Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q3 2022, closing a stake of 1,472,439 shares — an estimated $13.2M sold.

Aaron Wealth Advisors first reported a position in ZUO in Q1 2022 and held it in 2 quarters. The position peaked at $22.1M in Q1 2022. 200 funds tracked by Wall St. Rank hold ZUO as of Q3 2022.

  • Aaron Wealth Advisors reported no remaining Zuora, Inc. position as of Q3 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 1,472,439 Zuora, Inc. shares in Q3 2022, an estimated $13.2M.
  • Aaron Wealth Advisors first reported a position in Zuora, Inc. in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's Zuora, Inc. position peaked at $22.1M in Q1 2022.
  • 200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2022.

Based on Aaron Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.