Carson Wealth (CWM LLC)
ZUO

Carson Wealth (CWM LLC)’s Zuora, Inc. ZUO Stock Holding History

Carson Wealth (CWM LLC)’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
-2,718
Closed -$27K – 5268
2024
Q4 		$27K Sell
2,718
-3,861
-59% -$37.5K ﹤0.01% 3252
2024
Q3 		$57K Sell
6,579
-1,366
-17% -$12.1K ﹤0.01% 2600
2024
Q2 		$79K Buy
7,945
+1,590
+25% +$15.3K ﹤0.01% 2150
2024
Q1 		$58K Sell
6,355
-559
-8% -$4.87K ﹤0.01% 2211
2023
Q4 		$65K Sell
6,914
-1,392
-17% -$11.5K ﹤0.01% 2023
2023
Q3 		$68K Sell
8,306
-798
-9% -$7.87K ﹤0.01% 1881
2023
Q2 		$100K Sell
9,104
-294,566
-97% -$2.79M ﹤0.01% 1571
2023
Q1 		$3M Sell
303,670
-12,091
-4% -$101K 0.02% 416
2022
Q4 		$2.01M Sell
315,761
-58,277
-16% -$412K 0.01% 447
2022
Q3 		$2.76M Sell
374,038
-14,929
-4% -$129K 0.02% 373
2022
Q2 		$3.48M Sell
388,967
-58,299
-13% -$648K 0.03% 338
2022
Q1 		$6.7M Sell
447,266
-71,846
-14% -$1.11M 0.05% 270
2021
Q4 		$9.7M Buy
+519,112
New +$10.4M 0.07% 214
2021
Q2 		$9.27M Hold
537,491
– – 0.07% 204
2021
Q1 		$9.27M Hold
537,491
– – 0.07% 204
2020
Q4 		$9.27M Hold
537,491
– – 0.07% 204
2020
Q3 		$9.27M Hold
537,491
– – 0.07% 204
2020
Q2 		$9.27M Hold
537,491
– – 0.07% 204
2020
Q1 		$9.27M Hold
537,491
– – 0.07% 204
2019
Q4 		$9.27M Hold
537,491
– – 0.07% 204
2019
Q3 		$9.27M Hold
537,491
– – 0.07% 204
2019
Q2 		$9.27M Hold
537,491
– – 0.07% 204
2019
Q1 		$9.27M Buy
+537,491
New +$11.6M 0.07% 204

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

Carson Wealth (CWM LLC)'s ZUO Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 2,718 shares — an estimated $27K sold.

Carson Wealth (CWM LLC) first reported a position in ZUO in Q1 2019 and held it in 23 quarters. The position peaked at $9.7M in Q4 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,718 Zuora, Inc. shares in Q1 2025, an estimated $27K.
  • Carson Wealth (CWM LLC) first reported a position in Zuora, Inc. in Q1 2019 and held it in 23 quarters.
  • Carson Wealth (CWM LLC)'s Zuora, Inc. position peaked at $9.7M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.