CFGS
ZUO

Concourse Financial Group Securities’s Zuora, Inc. ZUO Stock Holding History

Concourse Financial Group Securities’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
2020
Q4 		– Sell
-200
Closed -$2.27K – 2377
2020
Q3 		$2K Hold
200
– – ﹤0.01% 2037
2020
Q2 		$3K Hold
200
– – ﹤0.01% 1860
2020
Q1 		$2K Buy
200
+150
+300% +$1.97K ﹤0.01% 1949
2019
Q4 		$1K Buy
+50
New +$733 ﹤0.01% 2024
2019
Q3 		– Sell
-50
Closed -$753 – 2194
2019
Q2 		$1K Hold
50
– – ﹤0.01% 2161
2019
Q1 		$1K Sell
50
-50
-50% -$1.08K ﹤0.01% 2205
2018
Q4 		$1K Buy
+100
New +$1.92K ﹤0.01% 2069

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Concourse Financial Group Securities's ZUO Position: Q4 2020 in Review

Concourse Financial Group Securities sold out of Zuora, Inc. (ZUO) in Q4 2020, closing a stake of 200 shares — an estimated $2.27K sold.

Concourse Financial Group Securities first reported a position in ZUO in Q4 2018 and held it in 7 quarters. The position peaked at $3K in Q2 2020. 178 funds tracked by Wall St. Rank hold ZUO as of Q4 2020.

  • Concourse Financial Group Securities reported no remaining Zuora, Inc. position as of Q4 2020 after selling out during the quarter.
  • Concourse Financial Group Securities sold 200 Zuora, Inc. shares in Q4 2020, an estimated $2.27K.
  • Concourse Financial Group Securities first reported a position in Zuora, Inc. in Q4 2018 and held it in 7 quarters.
  • Concourse Financial Group Securities's Zuora, Inc. position peaked at $3K in Q2 2020.
  • 178 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2020.

Based on Concourse Financial Group Securities's 13F filing for Q4 2020, filed 2 Feb 2021.