Corient Private Wealth
ZUO

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

Corient Private Wealth’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
-10,518
Closed -$104K – 2483
2024
Q4 		$104K Hold
10,518
– – ﹤0.01% 2215
2024
Q3 		$90.7K Hold
10,518
– – ﹤0.01% 2341
2024
Q2 		$104K Hold
10,518
– – ﹤0.01% 2209
2024
Q1 		$95.9K Sell
10,518
-48,936
-82% -$426K ﹤0.01% 2189
2023
Q4 		$559K Buy
59,454
+49,086
+473% +$405K ﹤0.01% 1564
2023
Q3 		$85.4K Hold
10,368
– – ﹤0.01% 2043
2023
Q2 		$114K Hold
10,368
– – ﹤0.01% 1963
2023
Q1 		$102K Buy
+10,368
New +$86.9K ﹤0.01% 1882

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

Corient Private Wealth's ZUO Position: Q1 2025 in Review

Corient Private Wealth sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 10,518 shares — an estimated $104K sold.

Corient Private Wealth first reported a position in ZUO in Q1 2023 and held it in 8 quarters. The position peaked at $559K in Q4 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Corient Private Wealth reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 10,518 Zuora, Inc. shares in Q1 2025, an estimated $104K.
  • Corient Private Wealth first reported a position in Zuora, Inc. in Q1 2023 and held it in 8 quarters.
  • Corient Private Wealth's Zuora, Inc. position peaked at $559K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

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