Question 1

How many shares of ZUO does NewEdge Wealth, LLC own?

Accepted Answer

NewEdge Wealth, LLC previously held 0 shares of ZUO (ZUORA INC) before exiting the position in 2022-Q4.

Question 2

What is NewEdge Wealth, LLC's ZUO position worth?

Accepted Answer

NewEdge Wealth, LLC's ZUO position was last reported at $0 in 2022-Q4 before the exit.

Question 3

Is NewEdge Wealth, LLC buying or selling ZUO?

Accepted Answer

In 2022-Q4, NewEdge Wealth, LLC exited their ZUO position entirely (-100.0% change in shares).

Question 4

When did NewEdge Wealth, LLC first buy ZUO?

Accepted Answer

Based on available 13F filings, NewEdge Wealth, LLC first reported a position in ZUO in 2021-Q2. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q4 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2022-Q3	Decreased	15,376	-17.0%	$113,000	0.0%	—	0
2022-Q2	Decreased	18,523	-99.1%	$166,000	0.0%	—	0
2022-Q1	Increased	2M	+29.2%	$29.8M	1.3%	—	57
2021-Q4	Increased	1.5M	+8.0%	$28.7M	1.2%	—	49
2021-Q3	Increased	1.4M	+155.6%	$23.6M	1.4%	—	73
2021-Q2	New	556,986	-	$9.6M	0.7%	—	54

ZUO7 quarters

ZUO
7 quarters