WAM
ZUO

Wealthspire Advisors (Maryland)’s Zuora, Inc. ZUO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-50
Closed -$1K – 2137
2019
Q1 		$1K Buy
+50
New +$1.08K ﹤0.01% 2413

Other funds holding ZUO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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

Wealthspire Advisors (Maryland)'s ZUO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Zuora, Inc. (ZUO) in Q2 2019, closing a stake of 50 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ZUO in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 176 funds tracked by Wall St. Rank hold ZUO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Zuora, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 50 Zuora, Inc. shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Zuora, Inc. in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Zuora, Inc. position peaked at $1K in Q1 2019.
  • 176 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.