Bartlett & Co Wealth Management’s Zuora, Inc. ZUO Stock Holding History

Bartlett & Co 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
2025 Q1	–	Sell	-2,000	Closed	-$19.8K	–	1276
2024 Q4	$19.8K	Hold	2,000	–	–	﹤0.01%	806
2024 Q3	$17.2K	Hold	2,000	–	–	﹤0.01%	839
2024 Q2	$19.9K	Hold	2,000	–	–	﹤0.01%	817
2024 Q1	$18.2K	Hold	2,000	–	–	﹤0.01%	829
2023 Q4	$19.2K	Hold	2,000	–	–	﹤0.01%	889
2023 Q3	$16.5K	Hold	2,000	–	–	﹤0.01%	858
2023 Q2	$21.9K	Hold	2,000	–	–	﹤0.01%	811
2023 Q1	$19.8K	Hold	2,000	–	–	﹤0.01%	715
2022 Q4	$12.7K	Hold	2,000	–	–	﹤0.01%	795
2022 Q3	$14.8K	Hold	2,000	–	–	﹤0.01%	757
2022 Q2	$17.9K	Hold	2,000	–	–	﹤0.01%	754
2022 Q1	$30K	Buy	+2,000	New	+$30.8K	﹤0.01%	669

Other funds holding ZUO

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Bartlett & Co Wealth Management's ZUO Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 2,000 shares — an estimated $19.8K sold.

Bartlett & Co Wealth Management first reported a position in ZUO in Q1 2022 and held it in 12 quarters. The position peaked at $30K in Q1 2022. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

Bartlett & Co Wealth Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 2,000 Zuora, Inc. shares in Q1 2025, an estimated $19.8K.
Bartlett & Co Wealth Management first reported a position in Zuora, Inc. in Q1 2022 and held it in 12 quarters.
Bartlett & Co Wealth Management's Zuora, Inc. position peaked at $30K in Q1 2022.
2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.