BFEC
ZUO

Benjamin F. Edwards & Company’s Zuora, Inc. ZUO Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		– Sell
-1,250
Closed -$10K – 1822
2020
Q1 		$10K Hold
1,250
– – ﹤0.01% 1265
2019
Q4 		$18K Buy
1,250
+500
+67% +$7.33K ﹤0.01% 1269
2019
Q3 		$11K Buy
+750
New +$11.3K ﹤0.01% 1375

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Benjamin F. Edwards & Company's ZUO Position: Q2 2020 in Review

Benjamin F. Edwards & Company sold out of Zuora, Inc. (ZUO) in Q2 2020, closing a stake of 1,250 shares — an estimated $10K sold.

Benjamin F. Edwards & Company first reported a position in ZUO in Q3 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 168 funds tracked by Wall St. Rank hold ZUO as of Q2 2020.

  • Benjamin F. Edwards & Company reported no remaining Zuora, Inc. position as of Q2 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,250 Zuora, Inc. shares in Q2 2020, an estimated $10K.
  • Benjamin F. Edwards & Company first reported a position in Zuora, Inc. in Q3 2019 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's Zuora, Inc. position peaked at $18K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2020, filed 14 Aug 2020.