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Benjamin F. Edwards & Company’s Zumiez ZUMZ Stock Holding History

Benjamin F. Edwards & Company’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
2021
Q1 		– Sell
-456
Closed -$17K – 1742
2020
Q4 		$17K Sell
456
-451
-50% -$15.2K ﹤0.01% 1179
2020
Q3 		$25K Buy
+907
New +$23.7K ﹤0.01% 1067

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benjamin F. Edwards & Company's ZUMZ Position: Q1 2021 in Review

Benjamin F. Edwards & Company sold out of Zumiez (ZUMZ) in Q1 2021, closing a stake of 456 shares — an estimated $17K sold.

Benjamin F. Edwards & Company first reported a position in ZUMZ in Q3 2020 and held it in 2 quarters. The position peaked at $25K in Q3 2020. 189 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2021.

  • Benjamin F. Edwards & Company reported no remaining Zumiez position as of Q1 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 456 Zumiez shares in Q1 2021, an estimated $17K.
  • Benjamin F. Edwards & Company first reported a position in Zumiez in Q3 2020 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Zumiez position peaked at $25K in Q3 2020.
  • 189 funds tracked by Wall St. Rank held Zumiez as of Q1 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2021, filed 14 May 2021.