EWA
ZUO

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

EverSource Wealth Advisors’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
Closed -$99 – 4204
2024
Q4 		$99 Buy
+10
New +$97 ﹤0.01% 3546

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

EverSource Wealth Advisors's ZUO Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 10 shares — an estimated $99 sold.

EverSource Wealth Advisors first reported a position in ZUO in Q4 2024 and held it in 1 quarter. The position peaked at $99 in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10 Zuora, Inc. shares in Q1 2025, an estimated $99.
  • EverSource Wealth Advisors first reported a position in Zuora, Inc. in Q4 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Zuora, Inc. position peaked at $99 in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.