PWM
ZUO

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

Perigon 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
-13,811
Closed -$138K – 1114
2024
Q4 		$138K Sell
13,811
-10,130
-42% -$98.3K ﹤0.01% 1011
2024
Q3 		$206K Buy
+23,941
New +$212K 0.01% 930
2024
Q1 		– Sell
-23,991
Closed -$226K – 940
2023
Q4 		$226K Buy
23,991
+340
+1% +$2.81K 0.01% 753
2023
Q3 		$195K Sell
23,651
-340
-1% -$3.35K 0.01% 737
2023
Q2 		$263K Buy
23,991
+163
+0.7% +$1.54K 0.01% 654
2023
Q1 		$235K Buy
23,828
+177
+0.7% +$1.48K 0.01% 625
2022
Q4 		$150K Hold
23,651
– – 0.01% 662
2022
Q3 		$175K Hold
23,651
– – 0.02% 547
2022
Q2 		$212K Hold
23,651
– – 0.02% 529
2022
Q1 		$354K Hold
23,651
– – 0.03% 428
2021
Q4 		$442K Sell
23,651
-267
-1% -$5.36K 0.03% 368
2021
Q3 		$397K Hold
23,918
– – 0.03% 355
2021
Q2 		$413K Hold
23,918
– – 0.04% 345
2021
Q1 		$354K Hold
23,918
– – 0.04% 356
2020
Q4 		$333K Hold
23,918
– – 0.04% 317
2020
Q3 		$247K Hold
23,918
– – 0.03% 328
2020
Q2 		$305K Buy
23,918
+367
+2% +$4.09K 0.05% 269
2020
Q1 		$215K Sell
23,551
-18,203
-44% -$239K 0.04% 287
2019
Q4 		$613K Hold
41,754
– – 0.13% 122
2019
Q3 		$592K Hold
41,754
– – 0.14% 106
2019
Q2 		$640K Hold
41,754
– – 0.15% 102
2019
Q1 		$888K Sell
41,754
-11,450
-22% -$247K 0.21% 84
2018
Q4 		$1.14M Buy
+53,204
New +$1.02M 0.29% 63

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

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

Perigon Wealth Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 13,811 shares — an estimated $138K sold.

Perigon Wealth Management first reported a position in ZUO in Q4 2018 and held it in 23 quarters. The position peaked at $1.14M in Q4 2018. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Perigon Wealth Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 13,811 Zuora, Inc. shares in Q1 2025, an estimated $138K.
  • Perigon Wealth Management first reported a position in Zuora, Inc. in Q4 2018 and held it in 23 quarters.
  • Perigon Wealth Management's Zuora, Inc. position peaked at $1.14M in Q4 2018.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.