CWA
ZUO

Carolina Wealth Advisors’s Zuora, Inc. ZUO Stock Holding History

Carolina Wealth Advisors’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
2021
Q2 		– Sell
-308
Closed -$5K – 326
2021
Q1 		$5K Sell
308
-170
-36% -$2.53K ﹤0.01% 252
2020
Q4 		$7K Buy
478
+308
+181% +$3.5K 0.01% 166
2020
Q3 		$2K Buy
+170
New +$1.97K ﹤0.01% 205

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolina Wealth Advisors's ZUO Position: Q2 2021 in Review

Carolina Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q2 2021, closing a stake of 308 shares — an estimated $5K sold.

Carolina Wealth Advisors first reported a position in ZUO in Q3 2020 and held it in 3 quarters. The position peaked at $7K in Q4 2020. 202 funds tracked by Wall St. Rank hold ZUO as of Q2 2021.

  • Carolina Wealth Advisors reported no remaining Zuora, Inc. position as of Q2 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 308 Zuora, Inc. shares in Q2 2021, an estimated $5K.
  • Carolina Wealth Advisors first reported a position in Zuora, Inc. in Q3 2020 and held it in 3 quarters.
  • Carolina Wealth Advisors's Zuora, Inc. position peaked at $7K in Q4 2020.
  • 202 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2021.

Based on Carolina Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.