PI
ZUO

PFS Investments’s Zuora, Inc. ZUO Stock Holding History

PFS Investments’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
Q3 		– Sell
-91,348
Closed -$818K – 455
2022
Q2 		$818K Buy
91,348
+10,336
+13% +$115K 0.02% 349
2022
Q1 		$1.21M Buy
81,012
+10,606
+15% +$163K 0.02% 337
2021
Q4 		$1.31M Buy
+70,406
New +$1.41M 0.03% 320

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PFS Investments's ZUO Position: Q3 2022 in Review

PFS Investments sold out of Zuora, Inc. (ZUO) in Q3 2022, closing a stake of 91,348 shares — an estimated $818K sold.

PFS Investments first reported a position in ZUO in Q4 2021 and held it in 3 quarters. The position peaked at $1.31M in Q4 2021. 200 funds tracked by Wall St. Rank hold ZUO as of Q3 2022.

  • PFS Investments reported no remaining Zuora, Inc. position as of Q3 2022 after selling out during the quarter.
  • PFS Investments sold 91,348 Zuora, Inc. shares in Q3 2022, an estimated $818K.
  • PFS Investments first reported a position in Zuora, Inc. in Q4 2021 and held it in 3 quarters.
  • PFS Investments's Zuora, Inc. position peaked at $1.31M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2022.

Based on PFS Investments's 13F filing for Q3 2022, filed 14 Nov 2022.