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Capital Performance Advisors’s Zumiez ZUMZ Stock Holding History

Capital Performance 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
-89
Closed -$1.9K – 2770
2024
Q3 		$1.9K Buy
+89
New +$2.13K ﹤0.01% 1595

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

Capital Performance Advisors's ZUMZ Position: Q4 2024 in Review

Capital Performance Advisors sold out of Zumiez (ZUMZ) in Q4 2024, closing a stake of 89 shares — an estimated $1.9K sold.

Capital Performance Advisors first reported a position in ZUMZ in Q3 2024 and held it in 1 quarter. The position peaked at $1.9K in Q3 2024. 119 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2024.

  • Capital Performance Advisors reported no remaining Zumiez position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 89 Zumiez shares in Q4 2024, an estimated $1.9K.
  • Capital Performance Advisors first reported a position in Zumiez in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Zumiez position peaked at $1.9K in Q3 2024.
  • 119 funds tracked by Wall St. Rank held Zumiez as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.