EWA
ZUO

EP Wealth Advisors’s Zuora, Inc. ZUO Stock Holding History

EP Wealth Advisors’s Portfolio ZUO Stock Details ZUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,498
Closed -$164K – 1380
2024
Q4 		$164K Buy
16,498
+3,487
+27% +$34.6K ﹤0.01% 1125
2024
Q3 		$112K Buy
+13,011
New +$112K ﹤0.01% 1131