Rockefeller Capital Management
ZUO

Rockefeller Capital Management’s Zuora, Inc. ZUO Stock Holding History

Rockefeller Capital 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
2022
Q1 		– Sell
-288
Closed -$5K – 4105
2021
Q4 		$5K Buy
+288
New +$5.79K ﹤0.01% 3298
2021
Q3 		– Sell
-100
Closed -$1K – 3886
2021
Q2 		$1K Hold
100
– – ﹤0.01% 3393
2021
Q1 		$1K Buy
+100
New +$1.49K ﹤0.01% 3210
2019
Q4 		– Sell
-3,000
Closed -$45K – 2240
2019
Q3 		$45K Buy
+3,000
New +$45.2K ﹤0.01% 1004

Other funds holding ZUO

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Rockefeller Capital Management's ZUO Position: Q1 2022 in Review

Rockefeller Capital Management sold out of Zuora, Inc. (ZUO) in Q1 2022, closing a stake of 288 shares — an estimated $5K sold.

Rockefeller Capital Management first reported a position in ZUO in Q3 2019 and held it in 4 quarters. The position peaked at $45K in Q3 2019. 213 funds tracked by Wall St. Rank hold ZUO as of Q1 2022.

  • Rockefeller Capital Management reported no remaining Zuora, Inc. position as of Q1 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 288 Zuora, Inc. shares in Q1 2022, an estimated $5K.
  • Rockefeller Capital Management first reported a position in Zuora, Inc. in Q3 2019 and held it in 4 quarters.
  • Rockefeller Capital Management's Zuora, Inc. position peaked at $45K in Q3 2019.
  • 213 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2022.

Based on Rockefeller Capital Management's 13F filing for Q1 2022, filed 13 May 2022.