Ellevest Inc’s Zumiez ZUMZ Stock Holding History

Ellevest 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	-107	Closed	-$2.33K	–	2082
2022 Q4	$2.33K	Buy	107 +12	+13%	+$266	﹤0.01%	1357
2022 Q3	$2K	Buy	+95	New	+$2.48K	﹤0.01%	1391

Other funds holding ZUMZ

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ellevest Inc's ZUMZ Position: Q1 2023 in Review

Ellevest Inc sold out of Zumiez (ZUMZ) in Q1 2023, closing a stake of 107 shares — an estimated $2.33K sold.

Ellevest Inc first reported a position in ZUMZ in Q3 2022 and held it in 2 quarters. The position peaked at $2.33K in Q4 2022. 143 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2023.

Ellevest Inc reported no remaining Zumiez position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 107 Zumiez shares in Q1 2023, an estimated $2.33K.
Ellevest Inc first reported a position in Zumiez in Q3 2022 and held it in 2 quarters.
Ellevest Inc's Zumiez position peaked at $2.33K in Q4 2022.
143 funds tracked by Wall St. Rank held Zumiez as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.