RJA
ZUO

Raymond James & Associates’s Zuora, Inc. ZUO Stock Holding History

Raymond James & Associates’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
Q3 		$968K Buy
112,351
+2,958
+3% +$26.2K ﹤0.01% 2707
2024
Q2 		$1.09M Sell
109,393
-6,604
-6% -$63.5K ﹤0.01% 2575
2024
Q1 		$1.06M Buy
115,997
+28,789
+33% +$251K ﹤0.01% 2559
2023
Q4 		$820K Buy
87,208
+7,525
+9% +$62.1K ﹤0.01% 2640
2023
Q3 		$657K Buy
79,683
+13,659
+21% +$135K ﹤0.01% 2717
2023
Q2 		$724K Sell
66,024
-5,226
-7% -$49.5K ﹤0.01% 2682
2023
Q1 		$704K Sell
71,250
-1,640
-2% -$13.7K ﹤0.01% 2696
2022
Q4 		$464K Buy
72,890
+14,392
+25% +$102K ﹤0.01% 2952
2022
Q3 		$432K Buy
58,498
+17,380
+42% +$150K ﹤0.01% 2952
2022
Q2 		$368K Buy
41,118
+3,906
+10% +$43.4K ﹤0.01% 3096
2022
Q1 		$557K Buy
37,212
+25,110
+207% +$387K ﹤0.01% 3010
2021
Q4 		$226K Buy
12,102
+2,077
+21% +$41.7K ﹤0.01% 3625
2021
Q3 		$166K Sell
10,025
-1,525
-13% -$25.7K ﹤0.01% 3713
2021
Q2 		$199K Sell
11,550
-500
-4% -$7.99K ﹤0.01% 3688
2021
Q1 		$178K Buy
12,050
+1,494
+14% +$22.3K ﹤0.01% 3646
2020
Q4 		$147K Sell
10,556
-163,491
-94% -$1.86M ﹤0.01% 3489
2020
Q3 		$1.8M Sell
174,047
-76,200
-30% -$882K ﹤0.01% 1819
2020
Q2 		$3.19M Buy
250,247
+112,999
+82% +$1.26M ﹤0.01% 1451
2020
Q1 		$1.1M Hold
137,248
– – ﹤0.01% 1914
2019
Q4 		$1.97M Sell
137,248
-1,748
-1% -$25.6K ﹤0.01% 1834
2019
Q3 		$2.09M Sell
138,996
-6,672
-5% -$100K ﹤0.01% 1750
2019
Q2 		$2.23M Buy
+145,668
New +$2.76M ﹤0.01% 1732
2019
Q1 		– Sell
-18,594
Closed -$337K – 3733
2018
Q4 		$337K Sell
18,594
-44,786
-71% -$861K ﹤0.01% 2790
2018
Q3 		$1.47M Buy
63,380
+43,293
+216% +$1.15M ﹤0.01% 2006
2018
Q2 		$546K Buy
+20,087
New +$475K ﹤0.01% 2621

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
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Raymond James & Associates's ZUO Position: Q3 2024 in Review

Raymond James & Associates increased its Zuora, Inc. (ZUO) stake by 2.7% in Q3 2024, buying an estimated $26.2K and bringing the position to 112,351 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Raymond James & Associates first reported a position in ZUO in Q2 2018 and has held it in 25 quarters since. The position peaked at $3.19M in Q2 2020. 223 funds tracked by Wall St. Rank hold ZUO as of Q3 2024.

  • Raymond James & Associates held 112,351 shares of Zuora, Inc. worth $968K as of Q3 2024.
  • Raymond James & Associates bought 2,958 Zuora, Inc. shares in Q3 2024, an estimated $26.2K.
  • Zuora, Inc. made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2707 holding.
  • Raymond James & Associates first reported a position in Zuora, Inc. in Q2 2018 and has held it in 25 quarters since.
  • Raymond James & Associates's Zuora, Inc. position peaked at $3.19M in Q2 2020.
  • 223 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.