Baldwin Wealth Partners’s Zuora, Inc. ZUO Stock Holding History

Baldwin Wealth 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
2020 Q3	–	Sell	-2,500	Closed	-$32K	–	552
2020 Q2	$32K	Hold	2,500	–	–	﹤0.01%	345
2020 Q1	$20K	Hold	2,500	–	–	﹤0.01%	378
2019 Q4	$36K	Buy	+2,500	New	+$36.6K	0.01%	359
2019 Q3	–	Sell	-2,500	Closed	-$38K	–	548
2019 Q2	$38K	Buy	+2,500	New	+$47.4K	0.01%	338

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

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Baldwin Wealth Partners's ZUO Position: Q3 2020 in Review

Baldwin Wealth Partners sold out of Zuora, Inc. (ZUO) in Q3 2020, closing a stake of 2,500 shares — an estimated $32K sold.

Baldwin Wealth Partners first reported a position in ZUO in Q2 2019 and held it in 4 quarters. The position peaked at $38K in Q2 2019. 180 funds tracked by Wall St. Rank hold ZUO as of Q3 2020.

Baldwin Wealth Partners reported no remaining Zuora, Inc. position as of Q3 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 2,500 Zuora, Inc. shares in Q3 2020, an estimated $32K.
Baldwin Wealth Partners first reported a position in Zuora, Inc. in Q2 2019 and held it in 4 quarters.
Baldwin Wealth Partners's Zuora, Inc. position peaked at $38K in Q2 2019.
180 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2020.

Based on Baldwin Wealth Partners's 13F filing for Q3 2020, filed 16 Oct 2020.