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

Harvest Group 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 Q1	–	Sell	-535	Closed	-$7K	–	753
2020 Q4	$7K	Hold	535	–	–	﹤0.01%	248
2020 Q3	$6K	Hold	535	–	–	﹤0.01%	258
2020 Q2	$6K	Hold	535	–	–	0.01%	246
2020 Q1	$4K	Hold	535	–	–	﹤0.01%	280
2019 Q4	$7K	Hold	535	–	–	0.01%	306
2019 Q3	$8K	Hold	535	–	–	0.01%	297
2019 Q2	$8K	Hold	535	–	–	0.01%	269
2019 Q1	$11K	Buy	+535	New	+$11.5K	0.01%	231

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

Hound Partners New York $799M AUM 9.54% 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

ACH

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

Harvest Group Wealth Management's ZUO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Zuora, Inc. (ZUO) in Q1 2021, closing a stake of 535 shares — an estimated $7K sold.

Harvest Group Wealth Management first reported a position in ZUO in Q1 2019 and held it in 8 quarters. The position peaked at $11K in Q1 2019. 189 funds tracked by Wall St. Rank hold ZUO as of Q1 2021.

Harvest Group Wealth Management reported no remaining Zuora, Inc. position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 535 Zuora, Inc. shares in Q1 2021, an estimated $7K.
Harvest Group Wealth Management first reported a position in Zuora, Inc. in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Zuora, Inc. position peaked at $11K in Q1 2019.
189 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.