FAIM
ZUO

Financial Advocates Investment Management’s Zuora, Inc. ZUO Stock Holding History

Financial Advocates Investment 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
2021
Q1 		– Sell
-10,750
Closed -$150K – 813
2020
Q4 		$150K Sell
10,750
-2,825
-21% -$32.1K 0.01% 692
2020
Q3 		$140K Buy
13,575
+1,350
+11% +$15.6K 0.01% 602
2020
Q2 		$156K Sell
12,225
-900
-7% -$10K 0.01% 581
2020
Q1 		$106K Sell
13,125
-250
-2% -$3.29K 0.02% 458
2019
Q4 		$192K Sell
13,375
-2,600
-16% -$38.1K 0.02% 491
2019
Q3 		$240K Hold
15,975
– – 0.03% 424
2019
Q2 		$245K Buy
+15,975
New +$303K 0.03% 406

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $110B AUM 4.8% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Financial Advocates Investment Management's ZUO Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of Zuora, Inc. (ZUO) in Q1 2021, closing a stake of 10,750 shares — an estimated $150K sold.

Financial Advocates Investment Management first reported a position in ZUO in Q2 2019 and held it in 7 quarters. The position peaked at $245K in Q2 2019. 189 funds tracked by Wall St. Rank hold ZUO as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining Zuora, Inc. position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,750 Zuora, Inc. shares in Q1 2021, an estimated $150K.
  • Financial Advocates Investment Management first reported a position in Zuora, Inc. in Q2 2019 and held it in 7 quarters.
  • Financial Advocates Investment Management's Zuora, Inc. position peaked at $245K in Q2 2019.
  • 189 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.