CFS
ZUO

CGC Financial Services’s Zuora, Inc. ZUO Stock Holding History

CGC Financial Services’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
-50
Closed -$496 – 351
2024
Q4 		$496 Hold
50
– – ﹤0.01% 318
2024
Q3 		$431 Hold
50
– – ﹤0.01% 320
2024
Q2 		$497 Hold
50
– – ﹤0.01% 314
2024
Q1 		$456 Hold
50
– – ﹤0.01% 328
2023
Q4 		$470 Hold
50
– – ﹤0.01% 335
2023
Q3 		$412 Hold
50
– – ﹤0.01% 303
2023
Q2 		$549 Buy
+50
New +$473 ﹤0.01% 313

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

CGC Financial Services's ZUO Position: Q1 2025 in Review

CGC Financial Services sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 50 shares — an estimated $496 sold.

CGC Financial Services first reported a position in ZUO in Q2 2023 and held it in 7 quarters. The position peaked at $549 in Q2 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • CGC Financial Services reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • CGC Financial Services sold 50 Zuora, Inc. shares in Q1 2025, an estimated $496.
  • CGC Financial Services first reported a position in Zuora, Inc. in Q2 2023 and held it in 7 quarters.
  • CGC Financial Services's Zuora, Inc. position peaked at $549 in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on CGC Financial Services's 13F filing for Q1 2025, filed 14 Apr 2025.