IAA
ZUO

Independent Advisor Alliance’s Zuora, Inc. ZUO Stock Holding History

Independent Advisor Alliance’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
2020
Q3 		– Sell
-34,079
Closed -$435K – 540
2020
Q2 		$435K Buy
+34,079
New +$379K 0.05% 295

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
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
State Street
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Independent Advisor Alliance's ZUO Position: Q3 2020 in Review

Independent Advisor Alliance sold out of Zuora, Inc. (ZUO) in Q3 2020, closing a stake of 34,079 shares — an estimated $435K sold.

Independent Advisor Alliance first reported a position in ZUO in Q2 2020 and held it in 1 quarter. The position peaked at $435K in Q2 2020. 180 funds tracked by Wall St. Rank hold ZUO as of Q3 2020.

  • Independent Advisor Alliance reported no remaining Zuora, Inc. position as of Q3 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 34,079 Zuora, Inc. shares in Q3 2020, an estimated $435K.
  • Independent Advisor Alliance first reported a position in Zuora, Inc. in Q2 2020 and held it in 1 quarter.
  • Independent Advisor Alliance's Zuora, Inc. position peaked at $435K in Q2 2020.
  • 180 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2020.

Based on Independent Advisor Alliance's 13F filing for Q3 2020, filed 4 Nov 2020.