SFS
ZUO

Sowell Financial Services’s Zuora, Inc. ZUO Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-159
Closed -$2.37K – 3335
2020
Q4 		$2K Hold
159
– – ﹤0.01% 2511
2020
Q3 		$2K Hold
159
– – ﹤0.01% 2290
2020
Q2 		$2K Hold
159
– – ﹤0.01% 2218
2020
Q1 		$1K Sell
159
-535
-77% -$7.04K ﹤0.01% 2347
2019
Q4 		$10K Sell
694
-200
-22% -$2.93K ﹤0.01% 1695
2019
Q3 		$13K Buy
+894
New +$13.5K ﹤0.01% 1456

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Sowell Financial Services's ZUO Position: Q1 2021 in Review

Sowell Financial Services sold out of Zuora, Inc. (ZUO) in Q1 2021, closing a stake of 159 shares — an estimated $2.37K sold.

Sowell Financial Services first reported a position in ZUO in Q3 2019 and held it in 6 quarters. The position peaked at $13K in Q3 2019. 189 funds tracked by Wall St. Rank hold ZUO as of Q1 2021.

  • Sowell Financial Services reported no remaining Zuora, Inc. position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 159 Zuora, Inc. shares in Q1 2021, an estimated $2.37K.
  • Sowell Financial Services first reported a position in Zuora, Inc. in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Zuora, Inc. position peaked at $13K in Q3 2019.
  • 189 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.