BHWM
ZUO

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

Beaird Harris 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
-218
Closed -$2.16K – 544
2024
Q4 		$2.16K Hold
218
– – ﹤0.01% 429
2024
Q3 		$1.88K Hold
218
– – ﹤0.01% 445
2024
Q2 		$2.17K Hold
218
– – ﹤0.01% 525
2024
Q1 		$1.99K Hold
218
– – ﹤0.01% 468
2023
Q4 		$2.05K Hold
218
– – ﹤0.01% 458
2023
Q3 		$1.8K Hold
218
– – ﹤0.01% 366
2023
Q2 		$2.39K Hold
218
– – ﹤0.01% 364
2023
Q1 		$2.15K Hold
218
– – ﹤0.01% 371
2022
Q4 		$1.39K Sell
218
-86
-28% -$608 ﹤0.01% 621
2022
Q3 		$2K Hold
304
– – ﹤0.01% 415
2022
Q2 		$3K Hold
304
– – ﹤0.01% 340
2022
Q1 		$5K Hold
304
– – ﹤0.01% 437
2021
Q4 		$6K Buy
+304
New +$6.11K ﹤0.01% 462

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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

Beaird Harris Wealth Management's ZUO Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 218 shares — an estimated $2.16K sold.

Beaird Harris Wealth Management first reported a position in ZUO in Q4 2021 and held it in 13 quarters. The position peaked at $6K in Q4 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Beaird Harris Wealth Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 218 Zuora, Inc. shares in Q1 2025, an estimated $2.16K.
  • Beaird Harris Wealth Management first reported a position in Zuora, Inc. in Q4 2021 and held it in 13 quarters.
  • Beaird Harris Wealth Management's Zuora, Inc. position peaked at $6K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.