OAM
ZUO

Oppenheimer Asset Management’s Zuora, Inc. ZUO Stock Holding History

Oppenheimer Asset Management’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
2020
Q2 		– Sell
-6,167
Closed -$50K – 1465
2020
Q1 		$50K Buy
6,167
+3,145
+104% +$41.4K ﹤0.01% 1263
2019
Q4 		$43K Sell
3,022
-1,363
-31% -$20K ﹤0.01% 1365
2019
Q3 		$66K Buy
4,385
+1,622
+59% +$24.4K ﹤0.01% 1293
2019
Q2 		$42K Buy
2,763
+1,311
+90% +$24.8K ﹤0.01% 1400
2019
Q1 		$29K Buy
+1,452
New +$31.3K ﹤0.01% 1424

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Oppenheimer Asset Management's ZUO Position: Q2 2020 in Review

Oppenheimer Asset Management sold out of Zuora, Inc. (ZUO) in Q2 2020, closing a stake of 6,167 shares — an estimated $50K sold.

Oppenheimer Asset Management first reported a position in ZUO in Q1 2019 and held it in 5 quarters. The position peaked at $66K in Q3 2019. 168 funds tracked by Wall St. Rank hold ZUO as of Q2 2020.

  • Oppenheimer Asset Management reported no remaining Zuora, Inc. position as of Q2 2020 after selling out during the quarter.
  • Oppenheimer Asset Management sold 6,167 Zuora, Inc. shares in Q2 2020, an estimated $50K.
  • Oppenheimer Asset Management first reported a position in Zuora, Inc. in Q1 2019 and held it in 5 quarters.
  • Oppenheimer Asset Management's Zuora, Inc. position peaked at $66K in Q3 2019.
  • 168 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2020.

Based on Oppenheimer Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.