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Ariadne Wealth Management’s Zumiez ZUMZ Stock Holding History

Ariadne Wealth Management’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
2024
Q3 		– Sell
-2,747
Closed -$534K – 290
2024
Q2 		$534K Buy
+2,747
New +$47.6K 0.41% 54

Other funds holding ZUMZ

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ariadne Wealth Management's ZUMZ Position: Q3 2024 in Review

Ariadne Wealth Management sold out of Zumiez (ZUMZ) in Q3 2024, closing a stake of 2,747 shares — an estimated $534K sold.

Ariadne Wealth Management first reported a position in ZUMZ in Q2 2024 and held it in 1 quarter. The position peaked at $534K in Q2 2024. 126 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2024.

  • Ariadne Wealth Management reported no remaining Zumiez position as of Q3 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 2,747 Zumiez shares in Q3 2024, an estimated $534K.
  • Ariadne Wealth Management first reported a position in Zumiez in Q2 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's Zumiez position peaked at $534K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held Zumiez as of Q3 2024.

Based on Ariadne Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.