RIL
ZUO

Rothschild Investment LLC’s Zuora, Inc. ZUO Stock Holding History

Rothschild Investment LLC’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
-130
Closed -$1.29K – 3112
2024
Q4 		$1.29K Sell
130
-5
-4% -$49 ﹤0.01% 2061
2024
Q3 		$1.16K Buy
135
+90
+200% +$798 ﹤0.01% 2064
2024
Q2 		$447 Buy
45
+30
+200% +$289 ﹤0.01% 2092
2024
Q1 		$137 Buy
+15
New +$131 ﹤0.01% 1987

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Rothschild Investment LLC's ZUO Position: Q1 2025 in Review

Rothschild Investment LLC sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 130 shares — an estimated $1.29K sold.

Rothschild Investment LLC first reported a position in ZUO in Q1 2024 and held it in 4 quarters. The position peaked at $1.29K in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Rothschild Investment LLC reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 130 Zuora, Inc. shares in Q1 2025, an estimated $1.29K.
  • Rothschild Investment LLC first reported a position in Zuora, Inc. in Q1 2024 and held it in 4 quarters.
  • Rothschild Investment LLC's Zuora, Inc. position peaked at $1.29K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.