LWP
ZUO

Lumature Wealth Partners’s Zuora, Inc. ZUO Stock Holding History

Lumature Wealth Partners’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
Q1 		– Sell
-800
Closed -$15K – 432
2021
Q4 		$15K Hold
800
– – 0.01% 314
2021
Q3 		$13K Buy
+800
New +$13.5K 0.01% 321

Other funds holding ZUO

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Lumature Wealth Partners's ZUO Position: Q1 2022 in Review

Lumature Wealth Partners sold out of Zuora, Inc. (ZUO) in Q1 2022, closing a stake of 800 shares — an estimated $15K sold.

Lumature Wealth Partners first reported a position in ZUO in Q3 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 213 funds tracked by Wall St. Rank hold ZUO as of Q1 2022.

  • Lumature Wealth Partners reported no remaining Zuora, Inc. position as of Q1 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 800 Zuora, Inc. shares in Q1 2022, an estimated $15K.
  • Lumature Wealth Partners first reported a position in Zuora, Inc. in Q3 2021 and held it in 2 quarters.
  • Lumature Wealth Partners's Zuora, Inc. position peaked at $15K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2022.

Based on Lumature Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.