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
Q2 		– Hold
0
– – – 2861
2021
Q1 		– Sell
-159
Closed -$2.37K – 3343
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

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Brown Advisory
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Baillie Gifford & Co
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GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
State Street
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ACH
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FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return