Koshinski Asset Management
ZUO

Koshinski Asset Management’s Zuora, Inc. ZUO Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-740
Closed -$11.1K – 2032
2022
Q1 		$11.1K Hold
740
– – ﹤0.01% 1583
2021
Q4 		$13.8K Hold
740
– – ﹤0.01% 1543
2021
Q3 		$12.3K Buy
+740
New +$12.5K ﹤0.01% 1601

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management's ZUO Position: Q2 2022 in Review

Koshinski Asset Management sold out of Zuora, Inc. (ZUO) in Q2 2022, closing a stake of 740 shares — an estimated $11.1K sold.

Koshinski Asset Management first reported a position in ZUO in Q3 2021 and held it in 3 quarters. The position peaked at $13.8K in Q4 2021. 200 funds tracked by Wall St. Rank hold ZUO as of Q2 2022.

  • Koshinski Asset Management reported no remaining Zuora, Inc. position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 740 Zuora, Inc. shares in Q2 2022, an estimated $11.1K.
  • Koshinski Asset Management first reported a position in Zuora, Inc. in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Zuora, Inc. position peaked at $13.8K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.