Arax Advisory Partners’s Zuora, Inc. ZUO Stock Holding History

Arax Advisory Partners’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	-241	Closed	-$2.39K	–	3113
2024 Q4	$2.39K	Sell	241 -50	-17%	-$485	﹤0.01%	1967
2024 Q3	$2.51K	Hold	291	–	–	﹤0.01%	1975
2024 Q2	$2.89K	Buy	+291	New	+$2.8K	﹤0.01%	1829
2022 Q4	–	Sell	-3,260	Closed	-$24K	–	1355
2022 Q3	$24K	Hold	3,260	–	–	﹤0.01%	547
2022 Q2	$29K	Hold	3,260	–	–	﹤0.01%	518
2022 Q1	$49K	Hold	3,260	–	–	0.01%	458
2021 Q4	$61K	Hold	3,260	–	–	0.01%	436
2021 Q3	$54K	Buy	3,260 +1,260	+63%	+$21.2K	0.01%	445
2021 Q2	$35K	Buy	+2,000	New	+$32K	﹤0.01%	513

Other funds holding ZUO

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Arax Advisory Partners's ZUO Position: Q1 2025 in Review

Arax Advisory Partners sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 241 shares — an estimated $2.39K sold.

Arax Advisory Partners first reported a position in ZUO in Q2 2021 and held it in 9 quarters. The position peaked at $61K in Q4 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

Arax Advisory Partners reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
Arax Advisory Partners sold 241 Zuora, Inc. shares in Q1 2025, an estimated $2.39K.
Arax Advisory Partners first reported a position in Zuora, Inc. in Q2 2021 and held it in 9 quarters.
Arax Advisory Partners's Zuora, Inc. position peaked at $61K in Q4 2021.
2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Arax Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.