TFA
ZUO

Toth Financial Advisory’s Zuora, Inc. ZUO Stock Holding History

Toth Financial 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
2020
Q1 		– Sell
-100
Closed -$1K – 531
2019
Q4 		$1K Hold
100
– – ﹤0.01% 471
2019
Q3 		$2K Sell
100
-400
-80% -$6.02K ﹤0.01% 432
2019
Q2 		$8K Buy
+500
New +$9.47K ﹤0.01% 338

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Toth Financial Advisory's ZUO Position: Q1 2020 in Review

Toth Financial Advisory sold out of Zuora, Inc. (ZUO) in Q1 2020, closing a stake of 100 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in ZUO in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 171 funds tracked by Wall St. Rank hold ZUO as of Q1 2020.

  • Toth Financial Advisory reported no remaining Zuora, Inc. position as of Q1 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Zuora, Inc. shares in Q1 2020, an estimated $1K.
  • Toth Financial Advisory first reported a position in Zuora, Inc. in Q2 2019 and held it in 3 quarters.
  • Toth Financial Advisory's Zuora, Inc. position peaked at $8K in Q2 2019.
  • 171 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2020.

Based on Toth Financial Advisory's 13F filing for Q1 2020, filed 20 Apr 2020.