Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Zumiez ZUMZ Stock Holding History

Cambridge Investment Research 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
2023
Q2 		– Sell
-13,143
Closed -$242K – 3311
2023
Q1 		$242K Buy
+13,143
New +$302K ﹤0.01% 2661
2019
Q2 		– Sell
-33,140
Closed -$825K – 2370
2019
Q1 		$825K Buy
+33,140
New +$786K 0.01% 1143

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Cambridge Investment Research Advisors's ZUMZ Position: Q2 2023 in Review

Cambridge Investment Research Advisors sold out of Zumiez (ZUMZ) in Q2 2023, closing a stake of 13,143 shares — an estimated $242K sold.

Cambridge Investment Research Advisors first reported a position in ZUMZ in Q1 2019 and held it in 2 quarters. The position peaked at $825K in Q1 2019. 133 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2023.

  • Cambridge Investment Research Advisors reported no remaining Zumiez position as of Q2 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 13,143 Zumiez shares in Q2 2023, an estimated $242K.
  • Cambridge Investment Research Advisors first reported a position in Zumiez in Q1 2019 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Zumiez position peaked at $825K in Q1 2019.
  • 133 funds tracked by Wall St. Rank held Zumiez as of Q2 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.