Advisory Services Network’s Zuora, Inc. ZUO Stock Holding History

Advisory Services Network’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
2021 Q3	–	Sell	-1,500	Closed	-$26K	–	3327
2021 Q2	$26K	Buy	+1,500	New	+$24K	﹤0.01%	2368
2021 Q1	–	Sell	-1,500	Closed	-$21K	–	3029
2020 Q4	$21K	Sell	1,500 -1	-0.1%	-$11	﹤0.01%	2140
2020 Q3	$16K	Buy	+1,501	New	+$17.4K	﹤0.01%	2201
2020 Q2	–	Sell	-1,700	Closed	-$14K	–	2827
2020 Q1	$14K	Buy	1,700 +1,500	+750%	+$19.7K	﹤0.01%	2090
2019 Q4	$3K	Sell	200 -30	-13%	-$440	﹤0.01%	2796
2019 Q3	$4K	Hold	230	–	–	﹤0.01%	2507
2019 Q2	$4K	Sell	230 -2,750	-92%	-$52.1K	﹤0.01%	2505
2019 Q1	$60K	Buy	2,980 +1,300	+77%	+$28.1K	﹤0.01%	1178
2018 Q4	$30K	Buy	1,680 +1,030	+158%	+$19.8K	﹤0.01%	1335
2018 Q3	$15K	Hold	650	–	–	﹤0.01%	1681
2018 Q2	$17K	Buy	+650	New	+$15.4K	﹤0.01%	1612

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Services Network's ZUO Position: Q3 2021 in Review

Advisory Services Network sold out of Zuora, Inc. (ZUO) in Q3 2021, closing a stake of 1,500 shares — an estimated $26K sold.

Advisory Services Network first reported a position in ZUO in Q2 2018 and held it in 11 quarters. The position peaked at $60K in Q1 2019. 199 funds tracked by Wall St. Rank hold ZUO as of Q3 2021.

Advisory Services Network reported no remaining Zuora, Inc. position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 1,500 Zuora, Inc. shares in Q3 2021, an estimated $26K.
Advisory Services Network first reported a position in Zuora, Inc. in Q2 2018 and held it in 11 quarters.
Advisory Services Network's Zuora, Inc. position peaked at $60K in Q1 2019.
199 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.