Bivin & Associates’s Zuora, Inc. ZUO Stock Holding History

Bivin & Associates’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 Q1	–	Sell	-50	Closed	-$1K	–	432
2021 Q4	$1K	Buy	+50	New	+$1K	﹤0.01%	380

Other funds holding ZUO

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Bivin & Associates's ZUO Position: Q1 2022 in Review

Bivin & Associates sold out of Zuora, Inc. (ZUO) in Q1 2022, closing a stake of 50 shares — an estimated $1K sold.

Bivin & Associates first reported a position in ZUO in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 213 funds tracked by Wall St. Rank hold ZUO as of Q1 2022.

Bivin & Associates reported no remaining Zuora, Inc. position as of Q1 2022 after selling out during the quarter.
Bivin & Associates sold 50 Zuora, Inc. shares in Q1 2022, an estimated $1K.
Bivin & Associates first reported a position in Zuora, Inc. in Q4 2021 and held it in 1 quarter.
Bivin & Associates's Zuora, Inc. position peaked at $1K in Q4 2021.
213 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2022.

Based on Bivin & Associates's 13F filing for Q1 2022, filed 6 May 2022.