Captrust Financial Advisors Zuora Inc Transaction History

Captrust Financial Advisors

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$7.24 - $9.62 $132,274 - $175,757	-18,270 Reduced 34.2%	35,152 $330,000
Q3 2023 Nov 14, 2023	SELL	$8.0 - $11.76 $392 - $576	-49 Reduced 0.09%	53,422 $440,000
Q2 2023 Aug 14, 2023	BUY	$7.34 - $11.81 $392,477 - $631,492	53,471 New	53,471 $586,000
Q2 2022 Aug 16, 2022	SELL	$8.35 - $15.36 $501 - $921	-60 Reduced 7.68%	721 $6,000
Q1 2022 May 16, 2022	BUY	$12.69 - $18.35 $291 - $422	23 Added 3.03%	781 $12,000
Q4 2021 Feb 14, 2022	BUY	$16.13 - $23.08 $4,580 - $6,554	284 Added 59.92%	758 $14,000
Q2 2021 Aug 16, 2021	BUY	$14.43 - $18.38 $2,597 - $3,308	180 Added 61.22%	474 $8,000
Q1 2021 May 17, 2021	BUY	$13.21 - $16.83 $3,883 - $4,948	294 New	294 $4,000
Q4 2020 Feb 16, 2021	SELL	$9.51 - $14.71 $9,510 - $14,710	-1,000 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$9.41 - $16.17 $2,352 - $4,042	250 Added 33.33%	1,000 $10,000
Q2 2020 Aug 14, 2020	BUY	$7.82 - $13.52 $5,865 - $10,140	750 New	750 $10,000

233

102M

119K

76.8K

Ticker ZUO
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 123,800,000
Market Cap $1.23B
Description
Zuora, Inc., together with its subsidiaries, provides cloud-based software on a subscription basis that enables companies in various industries to launch, manage, and transform into a subscription business. The company offers Zuora Central platform that acts as an orchestration engine that allows customers quote-to-revenue operations. Its produc...

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

Stay updated on Captrust Financial Advisors with notifications on news.