FSWA
ZUO

Financial Synergies Wealth Advisors’s Zuora, Inc. ZUO Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q1 		– Sell
-25
Closed -$159 – 564
2023
Q4 		$159 Buy
+25
New +$206 ﹤0.01% 445
2023
Q1 		– Sell
-25
Closed -$159 – 513
2022
Q4 		$159 Hold
25
– – ﹤0.01% 445
2022
Q3 		$185 Buy
25
+2
+9% +$17 ﹤0.01% 452
2022
Q2 		$206 Buy
+23
New +$256 ﹤0.01% 472

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's ZUO Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q1 2024, closing a stake of 25 shares — an estimated $159 sold.

Financial Synergies Wealth Advisors first reported a position in ZUO in Q2 2022 and held it in 4 quarters. The position peaked at $206 in Q2 2022. 193 funds tracked by Wall St. Rank hold ZUO as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Zuora, Inc. position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 25 Zuora, Inc. shares in Q1 2024, an estimated $159.
  • Financial Synergies Wealth Advisors first reported a position in Zuora, Inc. in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Zuora, Inc. position peaked at $206 in Q2 2022.
  • 193 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.