Commonwealth Equity Services
ZUO

Commonwealth Equity Services’s Zuora, Inc. ZUO Stock Holding History

Commonwealth Equity Services’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
-13,125
Closed -$226K – 3676
2021
Q2 		$226K Buy
+13,125
New +$210K ﹤0.01% 3162
2021
Q1 		– Sell
-10,542
Closed -$146K – 3473
2020
Q4 		$146K Buy
+10,542
New +$120K ﹤0.01% 2998
2019
Q4 		– Sell
-11,609
Closed -$174K – 2954
2019
Q3 		$174K Buy
11,609
+1,150
+11% +$17.3K ﹤0.01% 2586
2019
Q2 		$160K Buy
+10,459
New +$198K ﹤0.01% 2564

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
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
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

Commonwealth Equity Services's ZUO Position: Q3 2021 in Review

Commonwealth Equity Services sold out of Zuora, Inc. (ZUO) in Q3 2021, closing a stake of 13,125 shares — an estimated $226K sold.

Commonwealth Equity Services first reported a position in ZUO in Q2 2019 and held it in 4 quarters. The position peaked at $226K in Q2 2021. 199 funds tracked by Wall St. Rank hold ZUO as of Q3 2021.

  • Commonwealth Equity Services reported no remaining Zuora, Inc. position as of Q3 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 13,125 Zuora, Inc. shares in Q3 2021, an estimated $226K.
  • Commonwealth Equity Services first reported a position in Zuora, Inc. in Q2 2019 and held it in 4 quarters.
  • Commonwealth Equity Services's Zuora, Inc. position peaked at $226K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2021.

Based on Commonwealth Equity Services's 13F filing for Q3 2021, filed 29 Oct 2021.