IWA
ZUO

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

Intercontinental 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
Q1 		– Sell
-2,130
Closed -$39K – 457
2018
Q4 		$39K Buy
+2,130
New +$41K 0.02% 238

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
IVGAI
Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Intercontinental Wealth Advisors's ZUO Position: Q1 2019 in Review

Intercontinental Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q1 2019, closing a stake of 2,130 shares — an estimated $39K sold.

Intercontinental Wealth Advisors first reported a position in ZUO in Q4 2018 and held it in 1 quarter. The position peaked at $39K in Q4 2018. 161 funds tracked by Wall St. Rank hold ZUO as of Q1 2019.

  • Intercontinental Wealth Advisors reported no remaining Zuora, Inc. position as of Q1 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 2,130 Zuora, Inc. shares in Q1 2019, an estimated $39K.
  • Intercontinental Wealth Advisors first reported a position in Zuora, Inc. in Q4 2018 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's Zuora, Inc. position peaked at $39K in Q4 2018.
  • 161 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.