Clearstead Advisors’s Zuora, Inc. ZUO Stock Holding History

Clearstead 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 Q3	–	Sell	-50	Closed	-$1K	–	1414
2021 Q2	$1K	Buy	+50	New	+$799	﹤0.01%	1222

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's ZUO Position: Q3 2021 in Review

Clearstead Advisors sold out of Zuora, Inc. (ZUO) in Q3 2021, closing a stake of 50 shares — an estimated $1K sold.

Clearstead Advisors first reported a position in ZUO in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 199 funds tracked by Wall St. Rank hold ZUO as of Q3 2021.

Clearstead Advisors reported no remaining Zuora, Inc. position as of Q3 2021 after selling out during the quarter.
Clearstead Advisors sold 50 Zuora, Inc. shares in Q3 2021, an estimated $1K.
Clearstead Advisors first reported a position in Zuora, Inc. in Q2 2021 and held it in 1 quarter.
Clearstead Advisors's Zuora, Inc. position peaked at $1K in Q2 2021.
199 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2021.

Based on Clearstead Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.