CWA
ZUO

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

Clearview 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
2023
Q3 		– Sell
-20
Closed -$219 – 681
2023
Q2 		$219 Hold
20
– – ﹤0.01% 660
2023
Q1 		$198 Hold
20
– – ﹤0.01% 648
2022
Q4 		$127 Hold
20
– – ﹤0.01% 603
2022
Q3 		$0 Hold
20
– – ﹤0.01% 651
2022
Q2 		$0 Hold
20
– – ﹤0.01% 657
2022
Q1 		$0 Hold
20
– – ﹤0.01% 708
2021
Q4 		$1K Hold
20
– – ﹤0.01% 675
2021
Q3 		$0 Hold
20
– – ﹤0.01% 703
2021
Q2 		$0 Hold
20
– – ﹤0.01% 684
2021
Q1 		$0 Hold
20
– – ﹤0.01% 654
2020
Q4 		$0 Buy
+20
New +$227 ﹤0.01% 588

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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's ZUO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q3 2023, closing a stake of 20 shares — an estimated $219 sold.

Clearview Wealth Advisors first reported a position in ZUO in Q4 2020 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 198 funds tracked by Wall St. Rank hold ZUO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Zuora, Inc. position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 20 Zuora, Inc. shares in Q3 2023, an estimated $219.
  • Clearview Wealth Advisors first reported a position in Zuora, Inc. in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Zuora, Inc. position peaked at $1K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.