A detailed history of Roberts Wealth Advisors, LLC transactions in Zuora Inc stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 23,438 shares of ZUO stock, worth $232,036. This represents 0.07% of its overall portfolio holdings.

Number of Shares
23,438
Previous 23,438 -0.0%
Holding current value
$232,036
Previous $232,000 12.93%
% of portfolio
0.07%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

BUY
$7.24 - $9.62 $169,691 - $225,473
23,438 New
23,438 $596,000
Q2 2023

Jul 12, 2023

SELL
$7.34 - $11.81 $18,350 - $29,525
-2,500 Reduced 9.64%
23,438 $257,000
Q1 2023

Apr 11, 2023

SELL
$6.48 - $10.05 $32,400 - $50,250
-5,000 Reduced 16.16%
25,938 $256,000
Q4 2021

Jan 12, 2022

SELL
$16.13 - $23.08 $161,300 - $230,799
-10,000 Reduced 24.43%
30,938 $568,000
Q3 2021

Oct 12, 2021

BUY
$15.27 - $18.4 $625,123 - $753,259
40,938 New
40,938 $679,000

Others Institutions Holding ZUO

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...
More about ZUO
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