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ZUMZ icon

ALPS Advisors’s Zumiez ZUMZ Stock Holding History

ALPS Advisors’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,397
Closed -$218K – 1199
2022
Q2 		$218K Buy
+8,397
New +$283K ﹤0.01% 983
2022
Q1 		– Sell
-9,800
Closed -$470K – 1020
2021
Q4 		$470K Buy
9,800
+123
+1% +$5.62K 0.01% 523
2021
Q3 		$385K Buy
+9,677
New +$413K ﹤0.01% 597
2020
Q3 		– Sell
-11,643
Closed -$319K – 952
2020
Q2 		$319K Sell
11,643
-1,293
-10% -$29.4K ﹤0.01% 542
2020
Q1 		$224K Buy
12,936
+1,964
+18% +$55.4K ﹤0.01% 695
2019
Q4 		$379K Sell
10,972
-478
-4% -$15.1K ﹤0.01% 629
2019
Q3 		$363K Buy
+11,450
New +$302K ﹤0.01% 613
2018
Q4 		– Sell
-35,510
Closed -$936K – 954
2018
Q3 		$936K Buy
+35,510
New +$931K 0.01% 423
2016
Q1 		– Sell
-34,946
Closed -$528K – 767
2015
Q4 		$528K Hold
34,946
– – 0.01% 375
2015
Q3 		$5.46K Buy
34,946
+21,294
+156% +$486K 0.01% 267
2015
Q2 		$364K Buy
13,652
+212
+2% +$6.51K ﹤0.01% 641
2015
Q1 		$541K Sell
13,440
-4,202
-24% -$163K ﹤0.01% 334
2014
Q4 		$682K Sell
17,642
-2,458
-12% -$84K 0.01% 195
2014
Q3 		$565K Buy
+20,100
New +$590K ﹤0.01% 466
2014
Q1 		– Sell
-17,482
Closed -$376K – 681
2013
Q4 		$376K Buy
17,482
+8,470
+94% +$236K ﹤0.01% 541
2013
Q3 		$248K Buy
+9,012
New +$252K ﹤0.01% 473

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALPS Advisors's ZUMZ Position: Q3 2022 in Review

ALPS Advisors sold out of Zumiez (ZUMZ) in Q3 2022, closing a stake of 8,397 shares — an estimated $218K sold.

ALPS Advisors first reported a position in ZUMZ in Q3 2013 and held it in 16 quarters. The position peaked at $936K in Q3 2018. 151 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2022.

  • ALPS Advisors reported no remaining Zumiez position as of Q3 2022 after selling out during the quarter.
  • ALPS Advisors sold 8,397 Zumiez shares in Q3 2022, an estimated $218K.
  • ALPS Advisors first reported a position in Zumiez in Q3 2013 and held it in 16 quarters.
  • ALPS Advisors's Zumiez position peaked at $936K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held Zumiez as of Q3 2022.

Based on ALPS Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.