CIBC Private Wealth Group
ZUO

CIBC Private Wealth Group’s Zuora, Inc. ZUO Stock Holding History

CIBC Private Wealth Group’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
-5,700
Closed -$56.7K – 3305
2024
Q4 		$56.7K Sell
5,700
-100
-2% -$970 ﹤0.01% 1639
2024
Q3 		$50K Buy
5,800
+1,000
+21% +$8.87K ﹤0.01% 1775
2024
Q2 		$42.5K Sell
4,800
-130,067
-96% -$1.25M ﹤0.01% 1737
2024
Q1 		$1.2M Buy
+134,867
New +$1.18M ﹤0.01% 626

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

CIBC Private Wealth Group's ZUO Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 5,700 shares — an estimated $56.7K sold.

CIBC Private Wealth Group first reported a position in ZUO in Q1 2024 and held it in 4 quarters. The position peaked at $1.2M in Q1 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 5,700 Zuora, Inc. shares in Q1 2025, an estimated $56.7K.
  • CIBC Private Wealth Group first reported a position in Zuora, Inc. in Q1 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's Zuora, Inc. position peaked at $1.2M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.