Northwestern Mutual Wealth Management
ZUO

Northwestern Mutual Wealth Management’s Zuora, Inc. ZUO Stock Holding History

Northwestern Mutual 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
2024
Q4 		– Sell
-60
Closed -$517 – 3938
2024
Q3 		$517 Buy
+60
New +$532 ﹤0.01% 3336
2024
Q1 		– Sell
-265
Closed -$2.49K – 3855
2023
Q4 		$2.49K Buy
+265
New +$2.19K ﹤0.01% 3015
2021
Q3 		– Sell
-1,000
Closed -$17K – 3256
2021
Q2 		$17K Buy
+1,000
New +$16K ﹤0.01% 2259

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Northwestern Mutual Wealth Management's ZUO Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 60 shares — an estimated $517 sold.

Northwestern Mutual Wealth Management first reported a position in ZUO in Q2 2021 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 60 Zuora, Inc. shares in Q4 2024, an estimated $517.
  • Northwestern Mutual Wealth Management first reported a position in Zuora, Inc. in Q2 2021 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Zuora, Inc. position peaked at $17K in Q2 2021.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.