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
2018
Q3 		– Sell
-10,400
Closed -$283K – 7516
2018
Q2 		$283K Buy
+10,400
New +$246K ﹤0.01% 5219

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.