JMPWA
ZUO

JP Morgan Private Wealth Advisors’s Zuora, Inc. ZUO Stock Holding History

JP Morgan Private 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
-112,612
Closed -$2.26M – 1473
2019
Q1 		$2.26M Hold
112,612
– – 0.01% 583
2018
Q4 		$2.04M Buy
112,612
+25,761
+30% +$495K 0.01% 564
2018
Q3 		$2.01M Buy
+86,851
New +$2.32M 0.01% 630

Other funds holding ZUO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
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

JP Morgan Private Wealth Advisors's ZUO Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q2 2019, closing a stake of 112,612 shares — an estimated $2.26M sold.

JP Morgan Private Wealth Advisors first reported a position in ZUO in Q3 2018 and held it in 3 quarters. The position peaked at $2.26M in Q1 2019. 176 funds tracked by Wall St. Rank hold ZUO as of Q2 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Zuora, Inc. position as of Q2 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 112,612 Zuora, Inc. shares in Q2 2019, an estimated $2.26M.
  • JP Morgan Private Wealth Advisors first reported a position in Zuora, Inc. in Q3 2018 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Zuora, Inc. position peaked at $2.26M in Q1 2019.
  • 176 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.