AWM
ZUO

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

Angeles 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
2022
Q2 		– Sell
-22,220
Closed -$333K – 223
2022
Q1 		$333K Buy
+22,220
New +$342K 0.06% 130

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Angeles Wealth Management's ZUO Position: Q2 2022 in Review

Angeles Wealth Management sold out of Zuora, Inc. (ZUO) in Q2 2022, closing a stake of 22,220 shares — an estimated $333K sold.

Angeles Wealth Management first reported a position in ZUO in Q1 2022 and held it in 1 quarter. The position peaked at $333K in Q1 2022. 200 funds tracked by Wall St. Rank hold ZUO as of Q2 2022.

  • Angeles Wealth Management reported no remaining Zuora, Inc. position as of Q2 2022 after selling out during the quarter.
  • Angeles Wealth Management sold 22,220 Zuora, Inc. shares in Q2 2022, an estimated $333K.
  • Angeles Wealth Management first reported a position in Zuora, Inc. in Q1 2022 and held it in 1 quarter.
  • Angeles Wealth Management's Zuora, Inc. position peaked at $333K in Q1 2022.
  • 200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2022.

Based on Angeles Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.