FWC
ZUO

First Washington Corp’s Zuora, Inc. ZUO Stock Holding History

First Washington Corp’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
Q2 		– Sell
-397,808
Closed -$3.63M – 59
2024
Q1 		$3.63M Sell
397,808
-159,280
-29% -$1.39M 1.39% 30
2023
Q4 		$5.24M Sell
557,088
-48,936
-8% -$404K 2.01% 13
2023
Q3 		$4.99M Buy
606,024
+5,207
+0.9% +$51.3K 2.02% 11
2023
Q2 		$6.59M Hold
600,817
– – 2.89% 8
2023
Q1 		$5.94M Hold
600,817
– – 2.93% 6
2022
Q4 		$3.82M Buy
600,817
+237,957
+66% +$1.68M 1.87% 25
2022
Q3 		$2.68M Buy
+362,860
New +$3.13M 1.35% 38

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

First Washington Corp's ZUO Position: Q2 2024 in Review

First Washington Corp sold out of Zuora, Inc. (ZUO) in Q2 2024, closing a stake of 397,808 shares — an estimated $3.63M sold.

First Washington Corp first reported a position in ZUO in Q3 2022 and held it in 7 quarters. The position peaked at $6.59M in Q2 2023. 211 funds tracked by Wall St. Rank hold ZUO as of Q2 2024.

  • First Washington Corp reported no remaining Zuora, Inc. position as of Q2 2024 after selling out during the quarter.
  • First Washington Corp sold 397,808 Zuora, Inc. shares in Q2 2024, an estimated $3.63M.
  • First Washington Corp first reported a position in Zuora, Inc. in Q3 2022 and held it in 7 quarters.
  • First Washington Corp's Zuora, Inc. position peaked at $6.59M in Q2 2023.
  • 211 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2024.

Based on First Washington Corp's 13F filing for Q2 2024, filed 12 Aug 2024.