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

TRUE Private 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
2020 Q1	–	Sell	-200	Closed	-$2K	–	858
2019 Q4	$2K	Buy	+200	New	+$2.93K	﹤0.01%	758
2018 Q4	–	Sell	-800	Closed	-$18.5K	–	952
2018 Q3	$18.5K	Buy	+800	New	+$21.3K	﹤0.01%	624

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

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

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TRUE Private Wealth Advisors's ZUO Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q1 2020, closing a stake of 200 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in ZUO in Q3 2018 and held it in 2 quarters. The position peaked at $18.5K in Q3 2018. 171 funds tracked by Wall St. Rank hold ZUO as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Zuora, Inc. position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 200 Zuora, Inc. shares in Q1 2020, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in Zuora, Inc. in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's Zuora, Inc. position peaked at $18.5K in Q3 2018.
171 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.