Bank of America
ZUO

Bank of America’s Zuora, Inc. ZUO Stock Holding History

Bank of America’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
-82,286
Closed -$816K – 8686
2024
Q4 		$816K Sell
82,286
-2,021,549
-96% -$19.6M ﹤0.01% 5201
2024
Q3 		$18.1M Buy
2,103,835
+375,635
+22% +$3.33M ﹤0.01% 2490
2024
Q2 		$17.2M Sell
1,728,200
-142,217
-8% -$1.37M ﹤0.01% 2401
2024
Q1 		$17.1M Buy
1,870,417
+1,393,290
+292% +$12.1M ﹤0.01% 2443
2023
Q4 		$4.48M Buy
477,127
+157,199
+49% +$1.3M ﹤0.01% 3639
2023
Q3 		$2.64M Buy
319,928
+122,966
+62% +$1.21M ﹤0.01% 4007
2023
Q2 		$2.16M Sell
196,962
-51,485
-21% -$488K ﹤0.01% 4163
2023
Q1 		$2.45M Sell
248,447
-489,806
-66% -$4.1M ﹤0.01% 4174
2022
Q4 		$4.7M Buy
738,253
+434,508
+143% +$3.07M ﹤0.01% 3444
2022
Q3 		$2.24M Buy
303,745
+28,723
+10% +$248K ﹤0.01% 4173
2022
Q2 		$2.46M Buy
275,022
+68,638
+33% +$763K ﹤0.01% 4123
2022
Q1 		$3.09M Buy
206,384
+1,977
+1% +$30.5K ﹤0.01% 4144
2021
Q4 		$3.82M Buy
204,407
+68,557
+50% +$1.38M ﹤0.01% 3927
2021
Q3 		$2.25M Sell
135,850
-46,142
-25% -$777K ﹤0.01% 4331
2021
Q2 		$3.14M Sell
181,992
-61,425
-25% -$982K ﹤0.01% 3940
2021
Q1 		$3.6M Buy
243,417
+101,090
+71% +$1.51M ﹤0.01% 3724
2020
Q4 		$1.98M Sell
142,327
-18,805
-12% -$214K ﹤0.01% 3957
2020
Q3 		$1.67M Sell
161,132
-87,275
-35% -$1.01M ﹤0.01% 3823
2020
Q2 		$3.17M Sell
248,407
-17,532
-7% -$195K ﹤0.01% 3258
2020
Q1 		$2.14M Buy
265,939
+110,061
+71% +$1.45M ﹤0.01% 3427
2019
Q4 		$2.23M Sell
155,878
-51,010
-25% -$747K ﹤0.01% 3939
2019
Q3 		$3.11M Buy
206,888
+74,997
+57% +$1.13M ﹤0.01% 3645
2019
Q2 		$2.02M Buy
131,891
+611
+0.5% +$11.6K ﹤0.01% 4029
2019
Q1 		$2.63M Buy
131,280
+79,704
+155% +$1.72M ﹤0.01% 3764
2018
Q4 		$936K Buy
51,576
+6,455
+14% +$124K ﹤0.01% 4462
2018
Q3 		$1.04M Buy
45,121
+45,037
+53,615% +$1.2M ﹤0.01% 4452
2018
Q2 		$2K Buy
+84
New +$1.99K ﹤0.01% 6925

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Bank of America's ZUO Position: Q1 2025 in Review

Bank of America sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 82,286 shares — an estimated $816K sold.

Bank of America first reported a position in ZUO in Q2 2018 and held it in 27 quarters. The position peaked at $18.1M in Q3 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Bank of America reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 82,286 Zuora, Inc. shares in Q1 2025, an estimated $816K.
  • Bank of America first reported a position in Zuora, Inc. in Q2 2018 and held it in 27 quarters.
  • Bank of America's Zuora, Inc. position peaked at $18.1M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.