NS
ZUO

NBC Securities’s Zuora, Inc. ZUO Stock Holding History

NBC Securities’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
2024
Q2 		– Sell
-50
Closed -$1K – 2225
2024
Q1 		$1K Buy
+50
New +$436 ﹤0.01% 2164
2023
Q4 		– Sell
-50
Closed – – 2246
2023
Q3 		$0 Buy
+50
New +$493 ﹤0.01% 2185

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
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

NBC Securities's ZUO Position: Q2 2024 in Review

NBC Securities sold out of Zuora, Inc. (ZUO) in Q2 2024, closing a stake of 50 shares — an estimated $1K sold.

NBC Securities first reported a position in ZUO in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q1 2024. 211 funds tracked by Wall St. Rank hold ZUO as of Q2 2024.

  • NBC Securities reported no remaining Zuora, Inc. position as of Q2 2024 after selling out during the quarter.
  • NBC Securities sold 50 Zuora, Inc. shares in Q2 2024, an estimated $1K.
  • NBC Securities first reported a position in Zuora, Inc. in Q3 2023 and held it in 2 quarters.
  • NBC Securities's Zuora, Inc. position peaked at $1K in Q1 2024.
  • 211 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2024.

Based on NBC Securities's 13F filing for Q2 2024, filed 10 Jul 2024.