GSWM
ZUO

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

Golden State 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
Q3 		– Sell
-9,200
Closed -$140K – 1154
2019
Q2 		$140K Buy
+9,200
New +$174K 0.04% 277

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Golden State Wealth Management's ZUO Position: Q3 2019 in Review

Golden State Wealth Management sold out of Zuora, Inc. (ZUO) in Q3 2019, closing a stake of 9,200 shares — an estimated $140K sold.

Golden State Wealth Management first reported a position in ZUO in Q2 2019 and held it in 1 quarter. The position peaked at $140K in Q2 2019. 181 funds tracked by Wall St. Rank hold ZUO as of Q3 2019.

  • Golden State Wealth Management reported no remaining Zuora, Inc. position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 9,200 Zuora, Inc. shares in Q3 2019, an estimated $140K.
  • Golden State Wealth Management first reported a position in Zuora, Inc. in Q2 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Zuora, Inc. position peaked at $140K in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.