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Zuora Inc ordinary shares shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Zuora Inc ordinary shares (ZUO) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Zuora Inc ordinary shares

Tip: Access up to 7 years of quarterly data

All positions including Zuora Inc ordinary shares held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zuora Inc ordinary shares by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2k 244 9.12
2023-12-31 $2.3k 244 9.40

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
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Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Zuora Inc ordinary shares

Vanguard Group
Bank of New York Mellon
Praesidium Investment Management Company
Baillie Gifford & Co
Solel Partners
PENN Capital Management
Scalar Gauge Management
Millennium Management
Emerald Advisers
Bares Capital Management
Charles Schwab Investment Management
Kornitzer Capital Management
Gagnon Securities
Two Sigma Advisers
Emerald Mutual Fund Advisers, Trust

View all funds holding Zuora Inc ordinary shares