Alpha Omega Wealth Management’s Zuora, Inc. ZUO Stock Holding History

Alpha Omega Wealth Management’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 Q3	–	Sell	-425	Closed	-$7K	–	571
2019 Q2	$7K	Buy	+425	New	+$8.05K	﹤0.01%	479

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Alpha Omega Wealth Management's ZUO Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of Zuora, Inc. (ZUO) in Q3 2019, closing a stake of 425 shares — an estimated $7K sold.

Alpha Omega Wealth Management first reported a position in ZUO in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 181 funds tracked by Wall St. Rank hold ZUO as of Q3 2019.

Alpha Omega Wealth Management reported no remaining Zuora, Inc. position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 425 Zuora, Inc. shares in Q3 2019, an estimated $7K.
Alpha Omega Wealth Management first reported a position in Zuora, Inc. in Q2 2019 and held it in 1 quarter.
Alpha Omega Wealth Management's Zuora, Inc. position peaked at $7K in Q2 2019.
181 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.