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

Private Wealth Management Group’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	-244	Closed	-$2.42K	–	1612
2024 Q4	$2.42K	Hold	244	–	–	﹤0.01%	1013
2024 Q3	$2.1K	Hold	244	–	–	﹤0.01%	1043
2024 Q2	$2.42K	Hold	244	–	–	﹤0.01%	982
2024 Q1	$2.23K	Hold	244	–	–	﹤0.01%	918
2023 Q4	$2.29K	Buy	+244	New	+$2.01K	﹤0.01%	926

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

Private Wealth Management Group's ZUO Position: Q1 2025 in Review

Private Wealth Management Group sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 244 shares — an estimated $2.42K sold.

Private Wealth Management Group first reported a position in ZUO in Q4 2023 and held it in 5 quarters. The position peaked at $2.42K in Q2 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

Private Wealth Management Group reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
Private Wealth Management Group sold 244 Zuora, Inc. shares in Q1 2025, an estimated $2.42K.
Private Wealth Management Group first reported a position in Zuora, Inc. in Q4 2023 and held it in 5 quarters.
Private Wealth Management Group's Zuora, Inc. position peaked at $2.42K in Q2 2024.
2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.