PWM
ZUO

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

Palumbo 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
-16,152
Closed -$160K – 199
2024
Q4 		$160K Buy
16,152
+4,616
+40% +$44.8K 0.06% 162
2024
Q3 		$99.4K Buy
11,536
+1,210
+12% +$10.7K 0.04% 149
2024
Q2 		$103K Buy
+10,326
New +$99.3K 0.04% 139

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

Palumbo Wealth Management's ZUO Position: Q1 2025 in Review

Palumbo Wealth Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 16,152 shares — an estimated $160K sold.

Palumbo Wealth Management first reported a position in ZUO in Q2 2024 and held it in 3 quarters. The position peaked at $160K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Palumbo Wealth Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 16,152 Zuora, Inc. shares in Q1 2025, an estimated $160K.
  • Palumbo Wealth Management first reported a position in Zuora, Inc. in Q2 2024 and held it in 3 quarters.
  • Palumbo Wealth Management's Zuora, Inc. position peaked at $160K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Palumbo Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.