IA
ZUO

IFP Advisors’s Zuora, Inc. ZUO Stock Holding History

IFP 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 		– Hold
0
– – – 3496
2024
Q4 		– Hold
0
– – – 3463
2023
Q1 		– Sell
-375
Closed -$10K – 4515
2022
Q4 		$10K Buy
375
+168
+81% +$1.19K ﹤0.01% 3415
2022
Q3 		$6K Hold
207
– – ﹤0.01% 3973
2022
Q2 		$6K Hold
207
– – ﹤0.01% 3726
2022
Q1 		$6K Buy
207
+57
+38% +$878 ﹤0.01% 3726
2021
Q4 		$3K Hold
150
– – ﹤0.01% 2709
2021
Q3 		$2K Sell
150
-50
-25% -$842 ﹤0.01% 2913
2021
Q2 		$3K Hold
200
– – ﹤0.01% 2679
2021
Q1 		$3K Buy
+200
New +$2.98K ﹤0.01% 2602

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IFP Advisors's ZUO Position: Q1 2025 in Review

IFP Advisors held its Zuora, Inc. (ZUO) position steady in Q1 2025 at 0 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #3496.

IFP Advisors first reported a position in ZUO in Q1 2021 and has held it in 8 quarters since. The position peaked at $10K in Q4 2022. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • IFP Advisors held 0 shares of Zuora, Inc. worth $431 as of Q1 2025.
  • IFP Advisors left its Zuora, Inc. share count unchanged in Q1 2025.
  • Zuora, Inc. made up ﹤0.01% of IFP Advisors's portfolio in Q1 2025, its #3496 holding.
  • IFP Advisors first reported a position in Zuora, Inc. in Q1 2021 and has held it in 8 quarters since.
  • IFP Advisors's Zuora, Inc. position peaked at $10K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.