American Portfolios Advisors’s Zuora, Inc. ZUO Stock Holding History

American Portfolios 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	$1.48K	Hold	200	–	–	﹤0.01%	3199
2022 Q2	$1.79K	Sell	200 -250	-56%	-$2.78K	﹤0.01%	3162
2022 Q1	$6.74K	Sell	450 -350	-44%	-$5.39K	﹤0.01%	2847
2021 Q4	$14.9K	Hold	800	–	–	﹤0.01%	2447
2021 Q3	$13.3K	Sell	800 -1,025	-56%	-$17.3K	﹤0.01%	2453
2021 Q2	$31.5K	Sell	1,825 -200	-10%	-$3.2K	﹤0.01%	1983
2021 Q1	$30K	Hold	2,025	–	–	﹤0.01%	1847
2020 Q4	$28.2K	Sell	2,025 -200	-9%	-$2.27K	﹤0.01%	1664
2020 Q3	$23K	Hold	2,225	–	–	﹤0.01%	1642
2020 Q2	$28.4K	Hold	2,225	–	–	﹤0.01%	1503
2020 Q1	$17.9K	Hold	2,225	–	–	﹤0.01%	1568
2019 Q4	$31.9K	Hold	2,225	–	–	﹤0.01%	1537
2019 Q3	$33.5K	Buy	2,225 +500	+29%	+$7.53K	﹤0.01%	1456
2019 Q2	$26.4K	Buy	1,725 +200	+13%	+$3.79K	﹤0.01%	1554
2019 Q1	$30.5K	Buy	+1,525	New	+$32.9K	﹤0.01%	1405

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ACM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

American Portfolios Advisors's ZUO Position: Q3 2022 in Review

American Portfolios Advisors held its Zuora, Inc. (ZUO) position steady in Q3 2022 at 200 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

American Portfolios Advisors first reported a position in ZUO in Q1 2019 and has held it in 15 quarters since. The position peaked at $33.5K in Q3 2019. 200 funds tracked by Wall St. Rank hold ZUO as of Q3 2022.

American Portfolios Advisors held 200 shares of Zuora, Inc. worth $1.48K as of Q3 2022.
American Portfolios Advisors left its Zuora, Inc. share count unchanged in Q3 2022.
Zuora, Inc. made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3199 holding.
American Portfolios Advisors first reported a position in Zuora, Inc. in Q1 2019 and has held it in 15 quarters since.
American Portfolios Advisors's Zuora, Inc. position peaked at $33.5K in Q3 2019.
200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.