AG
ZUO

Advisor Group’s Zuora, Inc. ZUO Stock Holding History

Advisor Group’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
2019
Q4 		$131K Sell
9,221
-363
-4% -$5.32K ﹤0.01% 2729
2019
Q3 		$144K Buy
9,584
+443
+5% +$6.67K ﹤0.01% 2594
2019
Q2 		$140K Sell
9,141
-2,116
-19% -$40.1K ﹤0.01% 2598
2019
Q1 		$226K Buy
11,257
+7,657
+213% +$165K ﹤0.01% 2185
2018
Q4 		$65K Buy
3,600
+150
+4% +$2.88K ﹤0.01% 3003
2018
Q3 		$79K Buy
3,450
+450
+15% +$12K ﹤0.01% 2933
2018
Q2 		$82K Buy
+3,000
New +$70.9K ﹤0.01% 2677

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Advisor Group's ZUO Position: Q4 2019 in Review

Advisor Group reduced its Zuora, Inc. (ZUO) stake by 3.8% in Q4 2019, selling an estimated $5.32K and leaving 9,221 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Advisor Group first reported a position in ZUO in Q2 2018 and has held it in 7 quarters since. The position peaked at $226K in Q1 2019. 186 funds tracked by Wall St. Rank hold ZUO as of Q4 2019.

  • Advisor Group held 9,221 shares of Zuora, Inc. worth $131K as of Q4 2019.
  • Advisor Group sold 363 Zuora, Inc. shares in Q4 2019, an estimated $5.32K.
  • Zuora, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2729 holding.
  • Advisor Group first reported a position in Zuora, Inc. in Q2 2018 and has held it in 7 quarters since.
  • Advisor Group's Zuora, Inc. position peaked at $226K in Q1 2019.
  • 186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.