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Belpointe Asset Management’s Zumiez ZUMZ Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-62
Closed -$1.14K – 3462
2023
Q1 		$1.14K Buy
+62
New +$1.43K ﹤0.01% 3448

Other funds holding ZUMZ

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 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 $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Belpointe Asset Management's ZUMZ Position: Q2 2023 in Review

Belpointe Asset Management sold out of Zumiez (ZUMZ) in Q2 2023, closing a stake of 62 shares — an estimated $1.14K sold.

Belpointe Asset Management first reported a position in ZUMZ in Q1 2023 and held it in 1 quarter. The position peaked at $1.14K in Q1 2023. 133 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2023.

  • Belpointe Asset Management reported no remaining Zumiez position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 62 Zumiez shares in Q2 2023, an estimated $1.14K.
  • Belpointe Asset Management first reported a position in Zumiez in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Zumiez position peaked at $1.14K in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Zumiez as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.