Heritage Wealth Advisors’s Zuora, Inc. ZUO Stock Holding History

Heritage Wealth Advisors’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 Q2	–	Sell	-815	Closed	-$16.3K	–	493
2019 Q1	$16.3K	Hold	815	–	–	﹤0.01%	324
2018 Q4	$14K	Buy	+815	New	+$15.7K	﹤0.01%	289

Other funds holding ZUO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCM

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 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

Heritage Wealth Advisors's ZUO Position: Q2 2019 in Review

Heritage Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q2 2019, closing a stake of 815 shares — an estimated $16.3K sold.

Heritage Wealth Advisors first reported a position in ZUO in Q4 2018 and held it in 2 quarters. The position peaked at $16.3K in Q1 2019. 176 funds tracked by Wall St. Rank hold ZUO as of Q2 2019.

Heritage Wealth Advisors reported no remaining Zuora, Inc. position as of Q2 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 815 Zuora, Inc. shares in Q2 2019, an estimated $16.3K.
Heritage Wealth Advisors first reported a position in Zuora, Inc. in Q4 2018 and held it in 2 quarters.
Heritage Wealth Advisors's Zuora, Inc. position peaked at $16.3K in Q1 2019.
176 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2019.

Based on Heritage Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.