PFGIA
ZUO

Patriot Financial Group Insurance Agency’s Zuora, Inc. ZUO Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q1 		– Sell
-1,289
Closed -$18K – 2094
2020
Q4 		$18K Hold
1,289
– – ﹤0.01% 1024
2020
Q3 		$13K Buy
+1,289
New +$14.9K ﹤0.01% 957

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ZUO Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of Zuora, Inc. (ZUO) in Q1 2021, closing a stake of 1,289 shares — an estimated $18K sold.

Patriot Financial Group Insurance Agency first reported a position in ZUO in Q3 2020 and held it in 2 quarters. The position peaked at $18K in Q4 2020. 189 funds tracked by Wall St. Rank hold ZUO as of Q1 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Zuora, Inc. position as of Q1 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,289 Zuora, Inc. shares in Q1 2021, an estimated $18K.
  • Patriot Financial Group Insurance Agency first reported a position in Zuora, Inc. in Q3 2020 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Zuora, Inc. position peaked at $18K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.