AF
ZUO

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

Allworth 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
-130
Closed -$1.3K – 4215
2024
Q4 		$1.3K Sell
130
-204
-61% -$1.98K ﹤0.01% 3313
2024
Q3 		$2.88K Sell
334
-225
-40% -$2K ﹤0.01% 2805
2024
Q2 		$5.17K Buy
559
+334
+148% +$3.21K ﹤0.01% 2507
2024
Q1 		$2.05K Hold
225
– – ﹤0.01% 2796
2023
Q4 		$2.12K Hold
225
– – ﹤0.01% 2659
2023
Q3 		$1.85K Hold
225
– – ﹤0.01% 2578
2023
Q2 		$2.47K Hold
225
– – ﹤0.01% 2394
2023
Q1 		$2.22K Hold
225
– – ﹤0.01% 2367
2022
Q4 		$1.43K Hold
225
– – ﹤0.01% 2355
2022
Q3 		$2K Buy
+225
New +$1.94K ﹤0.01% 2261

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

Allworth Financial's ZUO Position: Q1 2025 in Review

Allworth Financial sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 130 shares — an estimated $1.3K sold.

Allworth Financial first reported a position in ZUO in Q3 2022 and held it in 10 quarters. The position peaked at $5.17K in Q2 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Allworth Financial reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 130 Zuora, Inc. shares in Q1 2025, an estimated $1.3K.
  • Allworth Financial first reported a position in Zuora, Inc. in Q3 2022 and held it in 10 quarters.
  • Allworth Financial's Zuora, Inc. position peaked at $5.17K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.