MBFW
ZUO

Morton Brown Family Wealth’s Zuora, Inc. ZUO Stock Holding History

Morton Brown Family Wealth’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
Q4 		– Sell
-70
Closed -$1K – 227
2022
Q3 		$1K Buy
+70
New +$604 ﹤0.01% 203

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morton Brown Family Wealth's ZUO Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Zuora, Inc. (ZUO) in Q4 2022, closing a stake of 70 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in ZUO in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 194 funds tracked by Wall St. Rank hold ZUO as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Zuora, Inc. position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 70 Zuora, Inc. shares in Q4 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Zuora, Inc. in Q3 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Zuora, Inc. position peaked at $1K in Q3 2022.
  • 194 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.