SWM
ZUO

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

SeaCrest 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
2019
Q2 		– Sell
-700
Closed -$14K – 1913
2019
Q1 		$14K Sell
700
-1,000
-59% -$21.6K ﹤0.01% 1429
2018
Q4 		$31K Sell
1,700
-300
-15% -$5.77K 0.01% 1071
2018
Q3 		$46K Buy
+2,000
New +$53.3K 0.01% 1043

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

SeaCrest Wealth Management's ZUO Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Zuora, Inc. (ZUO) in Q2 2019, closing a stake of 700 shares — an estimated $14K sold.

SeaCrest Wealth Management first reported a position in ZUO in Q3 2018 and held it in 3 quarters. The position peaked at $46K in Q3 2018. 176 funds tracked by Wall St. Rank hold ZUO as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Zuora, Inc. position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 700 Zuora, Inc. shares in Q2 2019, an estimated $14K.
  • SeaCrest Wealth Management first reported a position in Zuora, Inc. in Q3 2018 and held it in 3 quarters.
  • SeaCrest Wealth Management's Zuora, Inc. position peaked at $46K in Q3 2018.
  • 176 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.