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Avion Wealth’s Zumiez ZUMZ Stock Holding History

Avion Wealth’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
Q2 		– Sell
-29
Closed -$1K – 561
2022
Q1 		$1K Hold
29
– – ﹤0.01% 388
2021
Q4 		$1K Hold
29
– – ﹤0.01% 396
2021
Q3 		$1K Hold
29
– – ﹤0.01% 380
2021
Q2 		$1K Hold
29
– – ﹤0.01% 367
2021
Q1 		$1K Hold
29
– – ﹤0.01% 338
2020
Q4 		$1K Buy
+29
New +$977 ﹤0.01% 344

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avion Wealth's ZUMZ Position: Q2 2022 in Review

Avion Wealth sold out of Zumiez (ZUMZ) in Q2 2022, closing a stake of 29 shares — an estimated $1K sold.

Avion Wealth first reported a position in ZUMZ in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 157 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2022.

  • Avion Wealth reported no remaining Zumiez position as of Q2 2022 after selling out during the quarter.
  • Avion Wealth sold 29 Zumiez shares in Q2 2022, an estimated $1K.
  • Avion Wealth first reported a position in Zumiez in Q4 2020 and held it in 6 quarters.
  • Avion Wealth's Zumiez position peaked at $1K in Q1 2022.
  • 157 funds tracked by Wall St. Rank held Zumiez as of Q2 2022.

Based on Avion Wealth's 13F filing for Q2 2022, filed 11 Aug 2022.