C
ZUMZ icon

Covestor’s Zumiez ZUMZ Stock Holding History

Covestor’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
Q2 		– Sell
-1
Closed – – 2838
2024
Q1 		$0 Buy
+1
New +$17 ﹤0.01% 2821
2023
Q3 		– Sell
-10
Closed -$180 – 2794
2023
Q2 		$0 Sell
10
-74
-88% -$1.24K ﹤0.01% 2736
2023
Q1 		$2K Sell
84
-22
-21% -$506 ﹤0.01% 1804
2022
Q4 		$2K Buy
106
+28
+36% +$621 ﹤0.01% 1818
2022
Q3 		$2K Buy
78
+23
+42% +$601 ﹤0.01% 1756
2022
Q2 		$1K Sell
55
-5
-8% -$168 ﹤0.01% 1824
2022
Q1 		$2K Sell
60
-9
-13% -$391 ﹤0.01% 1705
2021
Q4 		$3K Buy
+69
New +$3.15K ﹤0.01% 1503

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
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Covestor's ZUMZ Position: Q2 2024 in Review

Covestor sold out of Zumiez (ZUMZ) in Q2 2024, closing a stake of 1 share.

Covestor first reported a position in ZUMZ in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 109 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2024.

  • Covestor reported no remaining Zumiez position as of Q2 2024 after selling out during the quarter.
  • Covestor sold 1 Zumiez share in Q2 2024.
  • Covestor first reported a position in Zumiez in Q4 2021 and held it in 8 quarters.
  • Covestor's Zumiez position peaked at $3K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Zumiez as of Q2 2024.

Based on Covestor's 13F filing for Q2 2024, filed 9 Aug 2024.