NFSG
ZUO

Newbridge Financial Services Group’s Zuora, Inc. ZUO Stock Holding History

Newbridge Financial Services Group’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
-150
Closed -$2K – 1554
2022
Q1 		$2K Hold
150
– – ﹤0.01% 1342
2021
Q4 		$3K Sell
150
-1,362
-90% -$27.4K ﹤0.01% 1199
2021
Q3 		$25K Sell
1,512
-188
-11% -$3.17K 0.02% 603
2021
Q2 		$29K Hold
1,700
– – 0.02% 663
2021
Q1 		$25K Buy
+1,700
New +$25.3K 0.02% 634

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
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)
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Newbridge Financial Services Group's ZUO Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Zuora, Inc. (ZUO) in Q2 2022, closing a stake of 150 shares — an estimated $2K sold.

Newbridge Financial Services Group first reported a position in ZUO in Q1 2021 and held it in 5 quarters. The position peaked at $29K in Q2 2021. 200 funds tracked by Wall St. Rank hold ZUO as of Q2 2022.

  • Newbridge Financial Services Group reported no remaining Zuora, Inc. position as of Q2 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 150 Zuora, Inc. shares in Q2 2022, an estimated $2K.
  • Newbridge Financial Services Group first reported a position in Zuora, Inc. in Q1 2021 and held it in 5 quarters.
  • Newbridge Financial Services Group's Zuora, Inc. position peaked at $29K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.