AWS
ZUMZ icon

Atria Wealth Solutions’s Zumiez ZUMZ Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-11,236
Closed -$207K – 2003
2023
Q1 		$207K Buy
+11,236
New +$258K ﹤0.01% 1658

Other funds holding ZUMZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Atria Wealth Solutions's ZUMZ Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Zumiez (ZUMZ) in Q2 2023, closing a stake of 11,236 shares — an estimated $207K sold.

Atria Wealth Solutions first reported a position in ZUMZ in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 133 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Zumiez position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,236 Zumiez shares in Q2 2023, an estimated $207K.
  • Atria Wealth Solutions first reported a position in Zumiez in Q1 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Zumiez position peaked at $207K in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Zumiez as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.