CFD
ZUO

Creative Financial Designs’s Zuora, Inc. ZUO Stock Holding History

Creative Financial Designs’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
2022
Q2 		– Sell
-12,750
Closed -$191K – 1360
2022
Q1 		$191K Buy
12,750
+3,950
+45% +$60.8K 0.03% 315
2021
Q4 		$164K Sell
8,800
-2,897
-25% -$58.2K 0.02% 345
2021
Q3 		$194K Sell
11,697
-790
-6% -$13.3K 0.03% 302
2021
Q2 		$215K Sell
12,487
-2,903
-19% -$46.4K 0.04% 277
2021
Q1 		$228K Buy
15,390
+3,425
+29% +$51K 0.04% 253
2020
Q4 		$167K Sell
11,965
-5,150
-30% -$58.5K 0.04% 285
2020
Q3 		$177K Sell
17,115
-1,875
-10% -$21.7K 0.04% 252
2020
Q2 		$242K Buy
18,990
+1,500
+9% +$16.7K 0.07% 192
2020
Q1 		$141K Buy
17,490
+4,950
+39% +$65.1K 0.07% 152
2019
Q4 		$185K Buy
12,540
+50
+0.4% +$733 0.08% 156
2019
Q3 		$182K Sell
12,490
-905
-7% -$13.6K 0.1% 145
2019
Q2 		$215K Buy
13,395
+2,180
+19% +$41.3K 0.12% 133
2019
Q1 		$225K Sell
11,215
-700
-6% -$15.1K 0.13% 114
2018
Q4 		$216K Buy
11,915
+600
+5% +$11.5K 0.16% 105
2018
Q3 		$261K Buy
+11,315
New +$302K 0.15% 103

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Financial Designs's ZUO Position: Q2 2022 in Review

Creative Financial Designs sold out of Zuora, Inc. (ZUO) in Q2 2022, closing a stake of 12,750 shares — an estimated $191K sold.

Creative Financial Designs first reported a position in ZUO in Q3 2018 and held it in 15 quarters. The position peaked at $261K in Q3 2018. 200 funds tracked by Wall St. Rank hold ZUO as of Q2 2022.

  • Creative Financial Designs reported no remaining Zuora, Inc. position as of Q2 2022 after selling out during the quarter.
  • Creative Financial Designs sold 12,750 Zuora, Inc. shares in Q2 2022, an estimated $191K.
  • Creative Financial Designs first reported a position in Zuora, Inc. in Q3 2018 and held it in 15 quarters.
  • Creative Financial Designs's Zuora, Inc. position peaked at $261K in Q3 2018.
  • 200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2022.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.