TCI Wealth Advisors’s Zuora, Inc. ZUO Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-1,202	Closed	-$11.9K	–	2355
2023 Q1	$11.9K	Hold	1,202	–	–	﹤0.01%	980
2022 Q4	$7.64K	Buy	+1,202	New	+$8.5K	﹤0.01%	1251
2022 Q1	–	Sell	-316	Closed	-$6K	–	2504
2021 Q4	$6K	Hold	316	–	–	﹤0.01%	1593
2021 Q3	$5K	Hold	316	–	–	﹤0.01%	1673
2021 Q2	$5K	Buy	+316	New	+$5.05K	﹤0.01%	1504
2021 Q1	–	Sell	-8	Closed	–	–	2251
2020 Q4	$0	Buy	+8	New	+$91	﹤0.01%	1689

Other funds holding ZUO

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PIMC

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TCI Wealth Advisors's ZUO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q2 2023, closing a stake of 1,202 shares — an estimated $11.9K sold.

TCI Wealth Advisors first reported a position in ZUO in Q4 2020 and held it in 6 quarters. The position peaked at $11.9K in Q1 2023. 200 funds tracked by Wall St. Rank hold ZUO as of Q2 2023.

TCI Wealth Advisors reported no remaining Zuora, Inc. position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,202 Zuora, Inc. shares in Q2 2023, an estimated $11.9K.
TCI Wealth Advisors first reported a position in Zuora, Inc. in Q4 2020 and held it in 6 quarters.
TCI Wealth Advisors's Zuora, Inc. position peaked at $11.9K in Q1 2023.
200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.