Cetera Investment Advisers
ZUO

Cetera Investment Advisers’s Zuora, Inc. ZUO Stock Holding History

Cetera Investment Advisers’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
2024
Q4 		– Sell
-12,450
Closed -$107K – 3915
2024
Q3 		$107K Sell
12,450
-209
-2% -$1.85K ﹤0.01% 3530
2024
Q2 		$126K Sell
12,659
-423
-3% -$4.07K ﹤0.01% 3473
2024
Q1 		$119K Buy
+13,082
New +$114K ﹤0.01% 3461
2021
Q4 		– Sell
-64,016
Closed -$1.06M – 1939
2021
Q3 		$1.06M Buy
+64,016
New +$1.08M 0.02% 748

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Cetera Investment Advisers's ZUO Position: Q4 2024 in Review

Cetera Investment Advisers sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 12,450 shares — an estimated $107K sold.

Cetera Investment Advisers first reported a position in ZUO in Q3 2021 and held it in 4 quarters. The position peaked at $1.06M in Q3 2021. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Cetera Investment Advisers reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 12,450 Zuora, Inc. shares in Q4 2024, an estimated $107K.
  • Cetera Investment Advisers first reported a position in Zuora, Inc. in Q3 2021 and held it in 4 quarters.
  • Cetera Investment Advisers's Zuora, Inc. position peaked at $1.06M in Q3 2021.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.