Stratos Wealth Partners’s Zuora, Inc. ZUO Stock Holding History

Stratos Wealth Partners’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
2018 Q4	–	Sell	-177	Closed	-$4K	–	2586
2018 Q3	$4K	Buy	+177	New	+$4.72K	﹤0.01%	2561

Other funds holding ZUO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IVGAI

Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stratos Wealth Partners's ZUO Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Zuora, Inc. (ZUO) in Q4 2018, closing a stake of 177 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in ZUO in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 119 funds tracked by Wall St. Rank hold ZUO as of Q4 2018.

Stratos Wealth Partners reported no remaining Zuora, Inc. position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 177 Zuora, Inc. shares in Q4 2018, an estimated $4K.
Stratos Wealth Partners first reported a position in Zuora, Inc. in Q3 2018 and held it in 1 quarter.
Stratos Wealth Partners's Zuora, Inc. position peaked at $4K in Q3 2018.
119 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.