LVW Advisors’s Zuora, Inc. ZUO Stock Holding History

LVW 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
2022 Q2	–	Sell	-13,691	Closed	-$205K	–	251
2022 Q1	$205K	Buy	+13,691	New	+$211K	0.03%	228

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LVW Advisors's ZUO Position: Q2 2022 in Review

LVW Advisors sold out of Zuora, Inc. (ZUO) in Q2 2022, closing a stake of 13,691 shares — an estimated $205K sold.

LVW Advisors first reported a position in ZUO in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 200 funds tracked by Wall St. Rank hold ZUO as of Q2 2022.

LVW Advisors reported no remaining Zuora, Inc. position as of Q2 2022 after selling out during the quarter.
LVW Advisors sold 13,691 Zuora, Inc. shares in Q2 2022, an estimated $205K.
LVW Advisors first reported a position in Zuora, Inc. in Q1 2022 and held it in 1 quarter.
LVW Advisors's Zuora, Inc. position peaked at $205K in Q1 2022.
200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2022.

Based on LVW Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.