WMA
ZUO

Wealth Management Associates’s Zuora, Inc. ZUO Stock Holding History

Wealth Management Associates’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
Q4 		– Sell
-11,830
Closed -$122K – 181
2020
Q3 		$122K Sell
11,830
-920
-7% -$10.7K 0.09% 155
2020
Q2 		$163K Buy
+12,750
New +$142K 0.14% 146

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
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Management Associates's ZUO Position: Q4 2020 in Review

Wealth Management Associates sold out of Zuora, Inc. (ZUO) in Q4 2020, closing a stake of 11,830 shares — an estimated $122K sold.

Wealth Management Associates first reported a position in ZUO in Q2 2020 and held it in 2 quarters. The position peaked at $163K in Q2 2020. 178 funds tracked by Wall St. Rank hold ZUO as of Q4 2020.

  • Wealth Management Associates reported no remaining Zuora, Inc. position as of Q4 2020 after selling out during the quarter.
  • Wealth Management Associates sold 11,830 Zuora, Inc. shares in Q4 2020, an estimated $122K.
  • Wealth Management Associates first reported a position in Zuora, Inc. in Q2 2020 and held it in 2 quarters.
  • Wealth Management Associates's Zuora, Inc. position peaked at $163K in Q2 2020.
  • 178 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2020.

Based on Wealth Management Associates's 13F filing for Q4 2020, filed 28 May 2025.