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Balanced Rock Investment Advisors’s Zumiez ZUMZ Stock Holding History

Balanced Rock Investment 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
2024
Q4 		– Sell
-12,781
Closed -$272K – 97
2024
Q3 		$272K Sell
12,781
-822
-6% -$19.7K 0.21% 77
2024
Q2 		$265K Sell
13,603
-448
-3% -$7.76K 0.22% 74
2024
Q1 		$213K Sell
14,051
-804
-5% -$13.7K 0.18% 85
2023
Q4 		$302K Buy
+14,855
New +$266K 0.27% 80

Other funds holding ZUMZ

BlackRock
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
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
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return

Balanced Rock Investment Advisors's ZUMZ Position: Q4 2024 in Review

Balanced Rock Investment Advisors sold out of Zumiez (ZUMZ) in Q4 2024, closing a stake of 12,781 shares — an estimated $272K sold.

Balanced Rock Investment Advisors first reported a position in ZUMZ in Q4 2023 and held it in 4 quarters. The position peaked at $302K in Q4 2023. 119 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2024.

  • Balanced Rock Investment Advisors reported no remaining Zumiez position as of Q4 2024 after selling out during the quarter.
  • Balanced Rock Investment Advisors sold 12,781 Zumiez shares in Q4 2024, an estimated $272K.
  • Balanced Rock Investment Advisors first reported a position in Zumiez in Q4 2023 and held it in 4 quarters.
  • Balanced Rock Investment Advisors's Zumiez position peaked at $302K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Zumiez as of Q4 2024.

Based on Balanced Rock Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.