LWANC
ZUO

Laurel Wealth Advisors (North Carolina)’s Zuora, Inc. ZUO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-250
Closed -$2K – 618
2022
Q2 		$2K Hold
250
– – ﹤0.01% 559
2022
Q1 		$4K Hold
250
– – ﹤0.01% 520
2021
Q4 		$5K Hold
250
– – ﹤0.01% 496
2021
Q3 		$4K Hold
250
– – ﹤0.01% 524
2021
Q2 		$4K Buy
+250
New +$4K ﹤0.01% 586

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 $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ZUO Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Zuora, Inc. (ZUO) in Q3 2022, closing a stake of 250 shares — an estimated $2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ZUO in Q2 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 200 funds tracked by Wall St. Rank hold ZUO as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Zuora, Inc. position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 250 Zuora, Inc. shares in Q3 2022, an estimated $2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Zuora, Inc. in Q2 2021 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Zuora, Inc. position peaked at $5K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.