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Clearview Wealth Advisors’s Zumiez ZUMZ Stock Holding History

Clearview Wealth 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
Q3 		– Sell
-74
Closed -$1.23K – 675
2023
Q2 		$1.23K Sell
74
-14,384
-99% -$241K ﹤0.01% 580
2023
Q1 		$267K Buy
+14,458
New +$333K 0.27% 103

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
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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearview Wealth Advisors's ZUMZ Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Zumiez (ZUMZ) in Q3 2023, closing a stake of 74 shares — an estimated $1.23K sold.

Clearview Wealth Advisors first reported a position in ZUMZ in Q1 2023 and held it in 2 quarters. The position peaked at $267K in Q1 2023. 121 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Zumiez position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 74 Zumiez shares in Q3 2023, an estimated $1.23K.
  • Clearview Wealth Advisors first reported a position in Zumiez in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Zumiez position peaked at $267K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Zumiez as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.