APP
ZUO

Avantax Planning Partners’s Zuora, Inc. ZUO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-100
Closed -$2K – 1249
2018
Q3 		$2K Buy
+100
New +$2.67K ﹤0.01% 1372

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IVGAI
Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Avantax Planning Partners's ZUO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Zuora, Inc. (ZUO) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in ZUO in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 119 funds tracked by Wall St. Rank hold ZUO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Zuora, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 Zuora, Inc. shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Zuora, Inc. in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Zuora, Inc. position peaked at $2K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.