Wells Fargo’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-73,800
| Closed | -$732K | – | 7353 |
|
|
2024
Q4 | $732K | Buy |
73,800
+18,176
| +33% | +$176K | ﹤0.01% | 3925 |
|
|
2024
Q3 | $479K | Buy |
55,624
+3,541
| +7% | +$31.4K | ﹤0.01% | 4024 |
|
|
2024
Q2 | $517K | Sell |
52,083
-677
| -1% | -$6.51K | ﹤0.01% | 3890 |
|
|
2024
Q1 | $481K | Buy |
52,760
+4,985
| +10% | +$43.4K | ﹤0.01% | 3917 |
|
|
2023
Q4 | $449K | Buy |
47,775
+85
| +0.2% | +$702 | ﹤0.01% | 3937 |
|
|
2023
Q3 | $393K | Sell |
47,690
-16,065
| -25% | -$158K | ﹤0.01% | 3929 |
|
|
2023
Q2 | $699K | Buy |
63,755
+8,769
| +16% | +$83K | ﹤0.01% | 3716 |
|
|
2023
Q1 | $543K | Buy |
54,986
+29,661
| +117% | +$249K | ﹤0.01% | 3786 |
|
|
2022
Q4 | $161K | Sell |
25,325
-2,092
| -8% | -$14.8K | ﹤0.01% | 4292 |
|
|
2022
Q3 | $202K | Sell |
27,417
-3,662
| -12% | -$31.6K | ﹤0.01% | 4236 |
|
|
2022
Q2 | $278K | Sell |
31,079
-93,161
| -75% | -$1.04M | ﹤0.01% | 4108 |
|
|
2022
Q1 | $1.86M | Sell |
124,240
-30,824
| -20% | -$475K | ﹤0.01% | 3373 |
|
|
2021
Q4 | $2.9M | Buy |
155,064
+41,141
| +36% | +$826K | ﹤0.01% | 3122 |
|
|
2021
Q3 | $1.89M | Buy |
113,923
+23,436
| +26% | +$395K | ﹤0.01% | 3716 |
|
|
2021
Q2 | $1.56M | Buy |
90,487
+45,402
| +101% | +$726K | ﹤0.01% | 3895 |
|
|
2021
Q1 | $669K | Sell |
45,085
-198,503
| -81% | -$2.96M | ﹤0.01% | 4518 |
|
|
2020
Q4 | $3.39M | Buy |
243,588
+9,458
| +4% | +$108K | ﹤0.01% | 3075 |
|
|
2020
Q3 | $2.42M | Sell |
234,130
-16,380
| -7% | -$190K | ﹤0.01% | 3161 |
|
|
2020
Q2 | $3.19M | Buy |
250,510
+196,373
| +363% | +$2.19M | ﹤0.01% | 2878 |
|
|
2020
Q1 | $435K | Buy |
54,137
+4,441
| +9% | +$58.4K | ﹤0.01% | 4147 |
|
|
2019
Q4 | $712K | Sell |
49,696
-2,337
| -4% | -$34.2K | ﹤0.01% | 4099 |
|
|
2019
Q3 | $784K | Buy |
52,033
+4,912
| +10% | +$74K | ﹤0.01% | 4030 |
|
|
2019
Q2 | $722K | Sell |
47,121
-20,345
| -30% | -$385K | ﹤0.01% | 4126 |
|
|
2019
Q1 | $1.35M | Buy |
67,466
+7,131
| +12% | +$154K | ﹤0.01% | 3656 |
|
|
2018
Q4 | $1.09M | Buy |
+60,335
| New | +$1.16M | ﹤0.01% | 3776 |
|
Other funds holding ZUO
Wells Fargo's ZUO Position: Q1 2025 in Review
Wells Fargo sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 73,800 shares — an estimated $732K sold.
Wells Fargo first reported a position in ZUO in Q4 2018 and held it in 25 quarters. The position peaked at $3.39M in Q4 2020. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.
- Wells Fargo reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
- Wells Fargo sold 73,800 Zuora, Inc. shares in Q1 2025, an estimated $732K.
- Wells Fargo first reported a position in Zuora, Inc. in Q4 2018 and held it in 25 quarters.
- Wells Fargo's Zuora, Inc. position peaked at $3.39M in Q4 2020.
- 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.
Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.