Evoke Wealth’s Zuora, Inc. ZUO Stock Holding History

Evoke Wealth’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 Q1	–	Sell	-2,400	Closed	-$34.4K	–	1376
2019 Q4	$34.4K	Hold	2,400	–	–	﹤0.01%	480
2019 Q3	$36.1K	Buy	+2,400	New	+$36.1K	﹤0.01%	524

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Evoke Wealth's ZUO Position: Q1 2020 in Review

Evoke Wealth sold out of Zuora, Inc. (ZUO) in Q1 2020, closing a stake of 2,400 shares — an estimated $34.4K sold.

Evoke Wealth first reported a position in ZUO in Q3 2019 and held it in 2 quarters. The position peaked at $36.1K in Q3 2019. 171 funds tracked by Wall St. Rank hold ZUO as of Q1 2020.

Evoke Wealth reported no remaining Zuora, Inc. position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 2,400 Zuora, Inc. shares in Q1 2020, an estimated $34.4K.
Evoke Wealth first reported a position in Zuora, Inc. in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Zuora, Inc. position peaked at $36.1K in Q3 2019.
171 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.