BF
ZUO

BOK Financial’s Zuora, Inc. ZUO Stock Holding History

BOK Financial’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
2024
Q2 		– Sell
-195
Closed -$1.73K – 1277
2024
Q1 		$1.73K Hold
195
– – ﹤0.01% 1072
2023
Q4 		$1.83K Hold
195
– – ﹤0.01% 1110
2023
Q3 		$1.45K Buy
+195
New +$1.92K ﹤0.01% 1064

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
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

BOK Financial's ZUO Position: Q2 2024 in Review

BOK Financial sold out of Zuora, Inc. (ZUO) in Q2 2024, closing a stake of 195 shares — an estimated $1.73K sold.

BOK Financial first reported a position in ZUO in Q3 2023 and held it in 3 quarters. The position peaked at $1.83K in Q4 2023. 211 funds tracked by Wall St. Rank hold ZUO as of Q2 2024.

  • BOK Financial reported no remaining Zuora, Inc. position as of Q2 2024 after selling out during the quarter.
  • BOK Financial sold 195 Zuora, Inc. shares in Q2 2024, an estimated $1.73K.
  • BOK Financial first reported a position in Zuora, Inc. in Q3 2023 and held it in 3 quarters.
  • BOK Financial's Zuora, Inc. position peaked at $1.83K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2024.

Based on BOK Financial's 13F filing for Q2 2024, filed 8 Aug 2024.