APC
ZUO

Aspire Private Capital’s Zuora, Inc. ZUO Stock Holding History

Aspire Private Capital’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
Q4 		– Sell
-300
Closed -$5K – 674
2021
Q3 		$5K Hold
300
– – ﹤0.01% 394
2021
Q2 		$5K Buy
+300
New +$4.79K ﹤0.01% 404

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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aspire Private Capital's ZUO Position: Q4 2021 in Review

Aspire Private Capital sold out of Zuora, Inc. (ZUO) in Q4 2021, closing a stake of 300 shares — an estimated $5K sold.

Aspire Private Capital first reported a position in ZUO in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 217 funds tracked by Wall St. Rank hold ZUO as of Q4 2021.

  • Aspire Private Capital reported no remaining Zuora, Inc. position as of Q4 2021 after selling out during the quarter.
  • Aspire Private Capital sold 300 Zuora, Inc. shares in Q4 2021, an estimated $5K.
  • Aspire Private Capital first reported a position in Zuora, Inc. in Q2 2021 and held it in 2 quarters.
  • Aspire Private Capital's Zuora, Inc. position peaked at $5K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2021.

Based on Aspire Private Capital's 13F filing for Q4 2021, filed 14 Feb 2022.