RWM
ZUO

Ritholtz Wealth Management’s Zuora, Inc. ZUO Stock Holding History

Ritholtz Wealth 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
Q4 		– Sell
-16,693
Closed -$173K – 424
2020
Q3 		$173K Buy
+16,693
New +$193K 0.02% 279

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
HP
Hound Partners New York $799M AUM 9.54% 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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ritholtz Wealth Management's ZUO Position: Q4 2020 in Review

Ritholtz Wealth Management sold out of Zuora, Inc. (ZUO) in Q4 2020, closing a stake of 16,693 shares — an estimated $173K sold.

Ritholtz Wealth Management first reported a position in ZUO in Q3 2020 and held it in 1 quarter. The position peaked at $173K in Q3 2020. 178 funds tracked by Wall St. Rank hold ZUO as of Q4 2020.

  • Ritholtz Wealth Management reported no remaining Zuora, Inc. position as of Q4 2020 after selling out during the quarter.
  • Ritholtz Wealth Management sold 16,693 Zuora, Inc. shares in Q4 2020, an estimated $173K.
  • Ritholtz Wealth Management first reported a position in Zuora, Inc. in Q3 2020 and held it in 1 quarter.
  • Ritholtz Wealth Management's Zuora, Inc. position peaked at $173K in Q3 2020.
  • 178 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2020.

Based on Ritholtz Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.