CAN
ZUO

Cetera Advisor Networks’s Zuora, Inc. ZUO Stock Holding History

Cetera Advisor Networks’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
-13,927
Closed -$260K – 2198
2021
Q4 		$260K Buy
+13,927
New +$280K ﹤0.01% 1702

Other funds holding ZUO

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
State Street
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

Cetera Advisor Networks's ZUO Position: Q1 2022 in Review

Cetera Advisor Networks sold out of Zuora, Inc. (ZUO) in Q1 2022, closing a stake of 13,927 shares — an estimated $260K sold.

Cetera Advisor Networks first reported a position in ZUO in Q4 2021 and held it in 1 quarter. The position peaked at $260K in Q4 2021. 213 funds tracked by Wall St. Rank hold ZUO as of Q1 2022.

  • Cetera Advisor Networks reported no remaining Zuora, Inc. position as of Q1 2022 after selling out during the quarter.
  • Cetera Advisor Networks sold 13,927 Zuora, Inc. shares in Q1 2022, an estimated $260K.
  • Cetera Advisor Networks first reported a position in Zuora, Inc. in Q4 2021 and held it in 1 quarter.
  • Cetera Advisor Networks's Zuora, Inc. position peaked at $260K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2022.

Based on Cetera Advisor Networks's 13F filing for Q1 2022, filed 12 May 2022.