CWM
ZUO

Cornerstone Wealth Management’s Zuora, Inc. ZUO Stock Holding History

Cornerstone Wealth Management’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
2018
Q3 		– Sell
-9,544
Closed -$335K – 1579
2018
Q2 		$335K Buy
+9,544
New +$226K ﹤0.01% 1153

Other funds holding ZUO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Cornerstone Wealth Management's ZUO Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Zuora, Inc. (ZUO) in Q3 2018, closing a stake of 9,544 shares — an estimated $335K sold.

Cornerstone Wealth Management first reported a position in ZUO in Q2 2018 and held it in 1 quarter. The position peaked at $335K in Q2 2018. 102 funds tracked by Wall St. Rank hold ZUO as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Zuora, Inc. position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,544 Zuora, Inc. shares in Q3 2018, an estimated $335K.
  • Cornerstone Wealth Management first reported a position in Zuora, Inc. in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Zuora, Inc. position peaked at $335K in Q2 2018.
  • 102 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.