RMR Wealth Builders’s Zuora, Inc. ZUO Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-120	Closed	-$2K	–	747
2021 Q1	$2K	Buy	+120	New	+$1.79K	﹤0.01%	740

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RMR Wealth Builders's ZUO Position: Q2 2021 in Review

RMR Wealth Builders sold out of Zuora, Inc. (ZUO) in Q2 2021, closing a stake of 120 shares — an estimated $2K sold.

RMR Wealth Builders first reported a position in ZUO in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 202 funds tracked by Wall St. Rank hold ZUO as of Q2 2021.

RMR Wealth Builders reported no remaining Zuora, Inc. position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 120 Zuora, Inc. shares in Q2 2021, an estimated $2K.
RMR Wealth Builders first reported a position in Zuora, Inc. in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Zuora, Inc. position peaked at $2K in Q1 2021.
202 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.