Future Financial Wealth Management’s Zuora, Inc. ZUO Stock Holding History

Future Financial Wealth Management’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	-300	Closed	-$2.98K	–	460
2024 Q4	$2.98K	Hold	300	–	–	﹤0.01%	411
2024 Q3	$2.59K	Buy	+300	New	+$2.66K	﹤0.01%	433
2024 Q2	–	Sell	-300	Closed	-$2.74K	–	501
2024 Q1	$2.74K	Buy	+300	New	+$2.61K	﹤0.01%	455
2022 Q2	–	Sell	-300	Closed	-$4K	–	514
2022 Q1	$4K	Hold	300	–	–	﹤0.01%	477
2021 Q4	$6K	Buy	+300	New	+$6.03K	﹤0.01%	476

Other funds holding ZUO

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Future Financial Wealth Management's ZUO Position: Q1 2025 in Review

Future Financial Wealth Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 300 shares — an estimated $2.98K sold.

Future Financial Wealth Management first reported a position in ZUO in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

Future Financial Wealth Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
Future Financial Wealth Management sold 300 Zuora, Inc. shares in Q1 2025, an estimated $2.98K.
Future Financial Wealth Management first reported a position in Zuora, Inc. in Q4 2021 and held it in 5 quarters.
Future Financial Wealth Management's Zuora, Inc. position peaked at $6K in Q4 2021.
2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Future Financial Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.