WTC
ZUO

WhitTier Trust Company’s Zuora, Inc. ZUO Stock Holding History

WhitTier Trust Company’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
-5,601
Closed -$55.6K – 1467
2024
Q4 		$55.6K Hold
5,601
– – ﹤0.01% 731
2024
Q3 		$48.3K Hold
5,601
– – ﹤0.01% 766
2024
Q2 		$55.6K Hold
5,601
– – ﹤0.01% 677
2024
Q1 		$51.1K Hold
5,601
– – ﹤0.01% 678
2023
Q4 		$52.6K Hold
5,601
– – ﹤0.01% 672
2023
Q3 		$46.2K Hold
5,601
– – ﹤0.01% 661
2023
Q2 		$61.4K Hold
5,601
– – ﹤0.01% 635
2023
Q1 		$55.3K Hold
5,601
– – ﹤0.01% 646
2022
Q4 		$35.6K Hold
5,601
– – ﹤0.01% 731
2022
Q3 		$41K Buy
+5,601
New +$48.3K ﹤0.01% 697

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

WhitTier Trust Company's ZUO Position: Q1 2025 in Review

WhitTier Trust Company sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 5,601 shares — an estimated $55.6K sold.

WhitTier Trust Company first reported a position in ZUO in Q3 2022 and held it in 10 quarters. The position peaked at $61.4K in Q2 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • WhitTier Trust Company reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 5,601 Zuora, Inc. shares in Q1 2025, an estimated $55.6K.
  • WhitTier Trust Company first reported a position in Zuora, Inc. in Q3 2022 and held it in 10 quarters.
  • WhitTier Trust Company's Zuora, Inc. position peaked at $61.4K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.