FinTrust Capital Advisors’s Zuora, Inc. ZUO Stock Holding History

FinTrust Capital 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
2020 Q4	–	Sell	-200	Closed	-$2	–	1165
2020 Q3	$2	Buy	+200	New	+$2.32K	﹤0.01%	1085

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

VCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WHP

Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return

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

FinTrust Capital Advisors's ZUO Position: Q4 2020 in Review

FinTrust Capital Advisors sold out of Zuora, Inc. (ZUO) in Q4 2020, closing a stake of 200 shares — an estimated $2 sold.

FinTrust Capital Advisors first reported a position in ZUO in Q3 2020 and held it in 1 quarter. The position peaked at $2 in Q3 2020. 178 funds tracked by Wall St. Rank hold ZUO as of Q4 2020.

FinTrust Capital Advisors reported no remaining Zuora, Inc. position as of Q4 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 200 Zuora, Inc. shares in Q4 2020, an estimated $2.
FinTrust Capital Advisors first reported a position in Zuora, Inc. in Q3 2020 and held it in 1 quarter.
FinTrust Capital Advisors's Zuora, Inc. position peaked at $2 in Q3 2020.
178 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2020.

Based on FinTrust Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.