RJFSA
ZUO

Raymond James Financial Services Advisors’s Zuora, Inc. ZUO Stock Holding History

Raymond James Financial Services Advisors’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
2019
Q2 		– Sell
-18,855
Closed -$378K – 2938
2019
Q1 		$378K Buy
+18,855
New +$407K ﹤0.01% 2077
2018
Q4 		– Sell
-23,643
Closed -$546K – 2870
2018
Q3 		$546K Buy
+23,643
New +$631K ﹤0.01% 1844

Other funds holding ZUO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Raymond James Financial Services Advisors's ZUO Position: Q2 2019 in Review

Raymond James Financial Services Advisors sold out of Zuora, Inc. (ZUO) in Q2 2019, closing a stake of 18,855 shares — an estimated $378K sold.

Raymond James Financial Services Advisors first reported a position in ZUO in Q3 2018 and held it in 2 quarters. The position peaked at $546K in Q3 2018. 176 funds tracked by Wall St. Rank hold ZUO as of Q2 2019.

  • Raymond James Financial Services Advisors reported no remaining Zuora, Inc. position as of Q2 2019 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 18,855 Zuora, Inc. shares in Q2 2019, an estimated $378K.
  • Raymond James Financial Services Advisors first reported a position in Zuora, Inc. in Q3 2018 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's Zuora, Inc. position peaked at $546K in Q3 2018.
  • 176 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.