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Blue Trust Inc’s Zumiez ZUMZ Stock Holding History

Blue Trust Inc’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
Q1 		– Sell
-332
Closed -$7K – 2675
2022
Q4 		$7K Buy
332
+177
+114% +$3.92K ﹤0.01% 1647
2022
Q3 		$4K Buy
155
+15
+11% +$392 ﹤0.01% 1654
2022
Q2 		$5K Buy
+140
New +$4.71K ﹤0.01% 1472

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Trust Inc's ZUMZ Position: Q1 2023 in Review

Blue Trust Inc sold out of Zumiez (ZUMZ) in Q1 2023, closing a stake of 332 shares — an estimated $7K sold.

Blue Trust Inc first reported a position in ZUMZ in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q4 2022. 143 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2023.

  • Blue Trust Inc reported no remaining Zumiez position as of Q1 2023 after selling out during the quarter.
  • Blue Trust Inc sold 332 Zumiez shares in Q1 2023, an estimated $7K.
  • Blue Trust Inc first reported a position in Zumiez in Q2 2022 and held it in 3 quarters.
  • Blue Trust Inc's Zumiez position peaked at $7K in Q4 2022.
  • 143 funds tracked by Wall St. Rank held Zumiez as of Q1 2023.

Based on Blue Trust Inc's 13F filing for Q1 2023, filed 17 Apr 2023.