FMP
ZUO

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

Financial Management Professionals’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
2019
Q1 		– Sell
-165
Closed -$3K – 310
2018
Q4 		$3K Hold
165
– – ﹤0.01% 217
2018
Q3 		$4K Buy
+165
New +$4.4K ﹤0.01% 223

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
IVGAI
Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Financial Management Professionals's ZUO Position: Q1 2019 in Review

Financial Management Professionals sold out of Zuora, Inc. (ZUO) in Q1 2019, closing a stake of 165 shares — an estimated $3K sold.

Financial Management Professionals first reported a position in ZUO in Q3 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 161 funds tracked by Wall St. Rank hold ZUO as of Q1 2019.

  • Financial Management Professionals reported no remaining Zuora, Inc. position as of Q1 2019 after selling out during the quarter.
  • Financial Management Professionals sold 165 Zuora, Inc. shares in Q1 2019, an estimated $3K.
  • Financial Management Professionals first reported a position in Zuora, Inc. in Q3 2018 and held it in 2 quarters.
  • Financial Management Professionals's Zuora, Inc. position peaked at $4K in Q3 2018.
  • 161 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2019.

Based on Financial Management Professionals's 13F filing for Q1 2019, filed 22 Apr 2019.