GWS
ZUO

Glassman Wealth Services’s Zuora, Inc. ZUO Stock Holding History

Glassman Wealth Services’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
-631
Closed -$5.93K – 1922
2023
Q4 		$5.93K Hold
631
– – ﹤0.01% 1029
2023
Q3 		$5.2K Hold
631
– – ﹤0.01% 1060
2023
Q2 		$6.92K Hold
631
– – ﹤0.01% 905
2023
Q1 		$6.23K Hold
631
– – ﹤0.01% 941
2022
Q4 		$4.01K Buy
+631
New +$4.46K ﹤0.01% 1086
2022
Q2 		– Sell
-29
Closed – – 2066
2022
Q1 		$0 Sell
29
-28
-49% -$431 ﹤0.01% 2006
2021
Q4 		$1K Buy
57
+28
+97% +$562 ﹤0.01% 1559
2021
Q3 		$0 Hold
29
– – ﹤0.01% 1857
2021
Q2 		$1K Buy
29
+4
+16% +$64 ﹤0.01% 1408
2021
Q1 		$0 Buy
25
+13
+108% +$194 ﹤0.01% 1674
2020
Q4 		$0 Hold
12
– – ﹤0.01% 1551
2020
Q3 		$0 Hold
12
– – ﹤0.01% 1529
2020
Q2 		$0 Buy
+12
New +$134 ﹤0.01% 1592
2019
Q2 		– Sell
-515
Closed -$10K – 1416
2019
Q1 		$10K Hold
515
– – ﹤0.01% 454
2018
Q4 		$9K Buy
515
+175
+51% +$3.37K ﹤0.01% 375
2018
Q3 		$8K Buy
+340
New +$9.07K ﹤0.01% 425

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $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

Glassman Wealth Services's ZUO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Zuora, Inc. (ZUO) in Q1 2024, closing a stake of 631 shares — an estimated $5.93K sold.

Glassman Wealth Services first reported a position in ZUO in Q3 2018 and held it in 16 quarters. The position peaked at $10K in Q1 2019. 193 funds tracked by Wall St. Rank hold ZUO as of Q1 2024.

  • Glassman Wealth Services reported no remaining Zuora, Inc. position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 631 Zuora, Inc. shares in Q1 2024, an estimated $5.93K.
  • Glassman Wealth Services first reported a position in Zuora, Inc. in Q3 2018 and held it in 16 quarters.
  • Glassman Wealth Services's Zuora, Inc. position peaked at $10K in Q1 2019.
  • 193 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.