Focused Wealth Management’s Zuora, Inc. ZUO Stock Holding History

Focused Wealth 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
2019 Q4	–	Sell	-6	Closed	–	–	785
2019 Q3	$0	Hold	6	–	–	﹤0.01%	791
2019 Q2	$0	Sell	6 -5,200	-100%	-$98.5K	﹤0.01%	819
2019 Q1	$104K	Buy	+5,206	New	+$112K	0.03%	212

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

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

SQN Investors Menlo Park, California $12.8M AUM

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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

Focused Wealth Management's ZUO Position: Q4 2019 in Review

Focused Wealth Management sold out of Zuora, Inc. (ZUO) in Q4 2019, closing a stake of 6 shares.

Focused Wealth Management first reported a position in ZUO in Q1 2019 and held it in 3 quarters. The position peaked at $104K in Q1 2019. 186 funds tracked by Wall St. Rank hold ZUO as of Q4 2019.

Focused Wealth Management reported no remaining Zuora, Inc. position as of Q4 2019 after selling out during the quarter.
Focused Wealth Management sold 6 Zuora, Inc. shares in Q4 2019.
Focused Wealth Management first reported a position in Zuora, Inc. in Q1 2019 and held it in 3 quarters.
Focused Wealth Management's Zuora, Inc. position peaked at $104K in Q1 2019.
186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2019.

Based on Focused Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.