Zuora Inc ordinary shares shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Zuora Inc ordinary shares (ZUO) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Zuora Inc ordinary shares
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Quarterly reported holdings in Zuora Inc ordinary shares by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $202k | 23k | 8.63 |
| 2024-06-30 | $205k | 23k | 8.75 |
| 2024-03-31 | $196k | 23k | 8.37 |
| 2023-12-31 | $596k | 23k | 25.43 |
| 2023-06-30 | $257k | 23k | 10.97 |
| 2023-03-31 | $242k | 26k | 9.34 |
| 2022-12-31 | $201k | 31k | 6.50 |
| 2022-09-30 | $242k | 31k | 7.82 |
| 2022-06-30 | $309k | 31k | 9.99 |
| 2022-03-31 | $453k | 31k | 14.64 |
| 2021-12-31 | $568k | 31k | 18.36 |
| 2021-09-30 | $679k | 41k | 16.59 |