Creative Planning Zuora Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Zuora Inc stock. As of the latest transaction made, Creative Planning holds 13,245 shares of ZUO stock, worth $131,655. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,245

Previous 27,163 51.24%

Holding current value

$131,655

Previous $269,000 57.62%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$8.34 - $9.73 $116,076 - $135,422	-13,918 Reduced 51.24%	13,245 $114,000
Q2 2024 Aug 15, 2024	BUY	$8.37 - $10.56 $99,929 - $126,075	11,939 Added 78.42%	27,163 $269,000
Q1 2024 May 10, 2024	BUY	$7.92 - $9.49 $120,574 - $144,475	15,224 New	15,224 $138,000
Q3 2023 Nov 16, 2023	SELL	$8.0 - $11.76 $14,224 - $20,909	-1,778 Reduced 6.58%	25,254 $208,000
Q2 2023 Jul 21, 2023	BUY	$7.34 - $11.81 $20,603 - $33,150	2,807 Added 11.59%	27,032 $296,000
Q1 2023 May 15, 2023	SELL	$6.48 - $10.05 $1,574 - $2,442	-243 Reduced 0.99%	24,225 $239,000
Q4 2022 Feb 10, 2023	SELL	$5.6 - $8.35 $8,058 - $12,015	-1,439 Reduced 5.55%	24,468 $155,000
Q3 2022 Nov 03, 2022	SELL	$7.12 - $10.25 $4,193 - $6,037	-589 Reduced 2.22%	25,907 $191,000
Q2 2022 Aug 15, 2022	BUY	$8.35 - $15.36 $48,872 - $89,902	5,853 Added 28.35%	26,496 $237,000
Q1 2022 May 16, 2022	BUY	$12.69 - $18.35 $127,280 - $184,050	10,030 Added 94.51%	20,643 $309,000
Q4 2021 Feb 11, 2022	BUY	$16.13 - $23.08 $645 - $923	40 Added 0.38%	10,613 $198,000
Q3 2021 Nov 10, 2021	SELL	$15.27 - $18.4 $25,394 - $30,599	-1,663 Reduced 13.59%	10,573 $175,000
Q2 2021 Aug 04, 2021	SELL	$14.43 - $18.38 $245,050 - $312,129	-16,982 Reduced 58.12%	12,236 $211,000
Q1 2021 Apr 30, 2021	BUY	$13.21 - $16.83 $187,159 - $238,447	14,168 Added 94.14%	29,218 $432,000
Q4 2020 Jan 29, 2021	SELL	$9.51 - $14.71 $4,374 - $6,766	-460 Reduced 2.97%	15,050 $210,000
Q3 2020 Nov 05, 2020	SELL	$9.41 - $16.17 $4,234 - $7,276	-450 Reduced 2.82%	15,510 $160,000
Q2 2020 Jul 23, 2020	BUY	$7.82 - $13.52 $3,988 - $6,895	510 Added 3.3%	15,960 $203,000
Q1 2020 May 05, 2020	SELL	$7.19 - $16.15 $143,318 - $321,917	-19,933 Reduced 56.33%	15,450 $124,000
Q4 2018 Feb 01, 2019	BUY	$16.08 - $21.85 $568,958 - $773,118	35,383 New	35,383 $642,000

Others Institutions Holding ZUO

# of Institutions

233

Shares Held

102M

Call Options Held

119K

Put Options Held

76.8K

View Full List

About ZUORA INC

Ticker ZUO
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 123,800,000
Market Cap $1.23B
Description
Zuora, Inc., together with its subsidiaries, provides cloud-based software on a subscription basis that enables companies in various industries to launch, manage, and transform into a subscription business. The company offers Zuora Central platform that acts as an orchestration engine that allows customers quote-to-revenue operations. Its produc...

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Creative Planning Zuora Inc Transaction History