Steward Partners Investment Advisory’s Zuora, Inc. ZUO Stock Holding History

Steward Partners Investment Advisory’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
2023 Q4	–	Sell	-2,000	Closed	-$16.5K	–	3595
2023 Q3	$16.5K	Buy	+2,000	New	+$19.7K	﹤0.01%	2406
2021 Q2	–	Sell	-180	Closed	-$2.66K	–	7456
2021 Q1	$2.66K	Buy	+180	New	+$2.68K	﹤0.01%	3169
2020 Q3	–	Sell	-700	Closed	-$9K	–	2875
2020 Q2	$9K	Buy	700 +400	+133%	+$4.45K	﹤0.01%	2100
2020 Q1	$2K	Hold	300	–	–	﹤0.01%	2336
2019 Q4	$4K	Hold	300	–	–	﹤0.01%	2325
2019 Q3	$4K	Hold	300	–	–	﹤0.01%	2326
2019 Q2	$4K	Buy	+300	New	+$5.68K	﹤0.01%	2310
2018 Q4	–	Sell	-300	Closed	-$7K	–	2246
2018 Q3	$7K	Buy	+300	New	+$8K	﹤0.01%	2036

Other funds holding ZUO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Steward Partners Investment Advisory's ZUO Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Zuora, Inc. (ZUO) in Q4 2023, closing a stake of 2,000 shares — an estimated $16.5K sold.

Steward Partners Investment Advisory first reported a position in ZUO in Q3 2018 and held it in 8 quarters. The position peaked at $16.5K in Q3 2023. 201 funds tracked by Wall St. Rank hold ZUO as of Q4 2023.

Steward Partners Investment Advisory reported no remaining Zuora, Inc. position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,000 Zuora, Inc. shares in Q4 2023, an estimated $16.5K.
Steward Partners Investment Advisory first reported a position in Zuora, Inc. in Q3 2018 and held it in 8 quarters.
Steward Partners Investment Advisory's Zuora, Inc. position peaked at $16.5K in Q3 2023.
201 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.