Valeo Financial Advisors’s Zuora, Inc. ZUO Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-39	Closed	-$1K	–	1902
2021 Q1	$1K	Buy	+39	New	+$581	﹤0.01%	1966
2020 Q1	–	Sell	-275	Closed	-$4K	–	1947
2019 Q4	$4K	Hold	275	–	–	﹤0.01%	1363
2019 Q3	$4K	Sell	275 -59	-18%	-$888	﹤0.01%	1279
2019 Q2	$5K	Buy	334 +27	+9%	+$511	﹤0.01%	1231
2019 Q1	$6K	Buy	307 +199	+184%	+$4.3K	﹤0.01%	1123
2018 Q4	$2K	Buy	+108	New	+$2.08K	﹤0.01%	1334

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

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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Valeo Financial Advisors's ZUO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Zuora, Inc. (ZUO) in Q2 2021, closing a stake of 39 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in ZUO in Q4 2018 and held it in 6 quarters. The position peaked at $6K in Q1 2019. 202 funds tracked by Wall St. Rank hold ZUO as of Q2 2021.

Valeo Financial Advisors reported no remaining Zuora, Inc. position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 39 Zuora, Inc. shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in Zuora, Inc. in Q4 2018 and held it in 6 quarters.
Valeo Financial Advisors's Zuora, Inc. position peaked at $6K in Q1 2019.
202 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.