AWM
ZUO

Avior Wealth Management’s Zuora, Inc. ZUO Stock Holding History

Avior Wealth Management’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
2024
Q4 		– Sell
-873
Closed -$7.53K – 2555
2024
Q3 		$7.53K Hold
873
– – ﹤0.01% 1640
2024
Q2 		$8.67K Buy
873
+848
+3,392% +$8.16K ﹤0.01% 1556
2024
Q1 		$228 Buy
+25
New +$218 ﹤0.01% 2821

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Avior Wealth Management's ZUO Position: Q4 2024 in Review

Avior Wealth Management sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 873 shares — an estimated $7.53K sold.

Avior Wealth Management first reported a position in ZUO in Q1 2024 and held it in 3 quarters. The position peaked at $8.67K in Q2 2024. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Avior Wealth Management reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 873 Zuora, Inc. shares in Q4 2024, an estimated $7.53K.
  • Avior Wealth Management first reported a position in Zuora, Inc. in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Zuora, Inc. position peaked at $8.67K in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.