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

Geneos 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
2021 Q2	–	Sell	-1,000	Closed	-$16K	–	3154
2021 Q1	$16K	Hold	1,000	–	–	﹤0.01%	2189
2020 Q4	$14K	Hold	1,000	–	–	﹤0.01%	2098
2020 Q3	$10K	Hold	1,000	–	–	﹤0.01%	1960
2020 Q2	$12K	Hold	1,000	–	–	﹤0.01%	1857
2020 Q1	$8K	Buy	+1,000	New	+$13.2K	﹤0.01%	1913
2019 Q4	–	Sell	-500	Closed	-$7K	–	2594
2019 Q3	$7K	Hold	500	–	–	﹤0.01%	2031
2019 Q2	$7K	Hold	500	–	–	﹤0.01%	2044
2019 Q1	$10K	Hold	500	–	–	﹤0.01%	1856
2018 Q4	$8K	Hold	500	–	–	﹤0.01%	1857
2018 Q3	$11K	Hold	500	–	–	﹤0.01%	1824
2018 Q2	$13K	Buy	+500	New	+$11.8K	﹤0.01%	1618

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's ZUO Position: Q2 2021 in Review

Geneos Wealth Management sold out of Zuora, Inc. (ZUO) in Q2 2021, closing a stake of 1,000 shares — an estimated $16K sold.

Geneos Wealth Management first reported a position in ZUO in Q2 2018 and held it in 11 quarters. The position peaked at $16K in Q1 2021. 202 funds tracked by Wall St. Rank hold ZUO as of Q2 2021.

Geneos Wealth Management reported no remaining Zuora, Inc. position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 1,000 Zuora, Inc. shares in Q2 2021, an estimated $16K.
Geneos Wealth Management first reported a position in Zuora, Inc. in Q2 2018 and held it in 11 quarters.
Geneos Wealth Management's Zuora, Inc. position peaked at $16K in Q1 2021.
202 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.