RWA
ZUO

Roberts Wealth Advisors’s Zuora, Inc. ZUO Stock Holding History

Roberts Wealth Advisors’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
-23,438
Closed -$234K – 108
2024
Q4 		$234K Hold
23,438
– – 0.07% 95
2024
Q3 		$202K Hold
23,438
– – 0.07% 93
2024
Q2 		$205K Hold
23,438
– – 0.07% 89
2024
Q1 		$196K Hold
23,438
– – 0.07% 93
2023
Q4 		$596K Buy
+23,438
New +$193K 0.09% 54
2023
Q3 		– Sell
-23,438
Closed -$257K – 90
2023
Q2 		$257K Sell
23,438
-2,500
-10% -$23.7K 0.11% 79
2023
Q1 		$242K Sell
25,938
-5,000
-16% -$41.9K 0.11% 80
2022
Q4 		$201K Hold
30,938
– – 0.1% 83
2022
Q3 		$242K Hold
30,938
– – 0.12% 74
2022
Q2 		$309K Hold
30,938
– – 0.13% 79
2022
Q1 		$453K Hold
30,938
– – 0.18% 75
2021
Q4 		$568K Sell
30,938
-10,000
-24% -$201K 0.2% 76
2021
Q3 		$679K Buy
+40,938
New +$690K 0.27% 74

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

Roberts Wealth Advisors's ZUO Position: Q1 2025 in Review

Roberts Wealth Advisors sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 23,438 shares — an estimated $234K sold.

Roberts Wealth Advisors first reported a position in ZUO in Q3 2021 and held it in 13 quarters. The position peaked at $679K in Q3 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Roberts Wealth Advisors reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Roberts Wealth Advisors sold 23,438 Zuora, Inc. shares in Q1 2025, an estimated $234K.
  • Roberts Wealth Advisors first reported a position in Zuora, Inc. in Q3 2021 and held it in 13 quarters.
  • Roberts Wealth Advisors's Zuora, Inc. position peaked at $679K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Roberts Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.