AF
ZUO

Advisornet Financial’s Zuora, Inc. ZUO Stock Holding History

Advisornet Financial’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
2025
Q1 		– Sell
-800
Closed -$7.94K – 2260
2024
Q4 		$7.94K Hold
800
– – ﹤0.01% 1374
2024
Q3 		$6.9K Hold
800
– – ﹤0.01% 1510
2024
Q2 		$7.94K Hold
800
– – ﹤0.01% 1371
2024
Q1 		$7.3K Hold
800
– – ﹤0.01% 1369
2023
Q4 		$7.52K Sell
800
-1,000
-56% -$8.25K ﹤0.01% 1387
2023
Q3 		$14.8K Hold
1,800
– – ﹤0.01% 1132
2023
Q2 		$19.7K Buy
1,800
+1,000
+125% +$9.47K ﹤0.01% 1099
2023
Q1 		$7.9K Hold
800
– – ﹤0.01% 1371
2022
Q4 		$5.09K Hold
800
– – ﹤0.01% 1465
2022
Q3 		$6K Sell
800
-470
-37% -$4.05K ﹤0.01% 1495
2022
Q2 		$11K Sell
1,270
-2,030
-62% -$22.6K ﹤0.01% 1324
2022
Q1 		$49K Hold
3,300
– – ﹤0.01% 978
2021
Q4 		$62K Hold
3,300
– – ﹤0.01% 942
2021
Q3 		$55K Hold
3,300
– – ﹤0.01% 976
2021
Q2 		$57K Buy
3,300
+2,500
+313% +$40K ﹤0.01% 950
2021
Q1 		$12K Sell
800
-26,250
-97% -$391K ﹤0.01% 1332
2020
Q4 		$377K Sell
27,050
-6,235
-19% -$70.9K 0.03% 380
2020
Q3 		$344K Buy
33,285
+3,300
+11% +$38.2K 0.03% 398
2020
Q2 		$382K Buy
29,985
+1,657
+6% +$18.4K 0.03% 384
2020
Q1 		$228K Buy
28,328
+10,143
+56% +$133K 0.02% 436
2019
Q4 		$261K Buy
18,185
+12,125
+200% +$178K 0.02% 451
2019
Q3 		$91K Buy
+6,060
New +$91.3K 0.01% 707

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Advisornet Financial's ZUO Position: Q1 2025 in Review

Advisornet Financial sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 800 shares — an estimated $7.94K sold.

Advisornet Financial first reported a position in ZUO in Q3 2019 and held it in 22 quarters. The position peaked at $382K in Q2 2020. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Advisornet Financial reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Advisornet Financial sold 800 Zuora, Inc. shares in Q1 2025, an estimated $7.94K.
  • Advisornet Financial first reported a position in Zuora, Inc. in Q3 2019 and held it in 22 quarters.
  • Advisornet Financial's Zuora, Inc. position peaked at $382K in Q2 2020.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.