Envestnet Asset Management
ZUMZ icon

Envestnet Asset Management’s Zumiez ZUMZ Stock Holding History

Envestnet Asset Management’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
-10,238
Closed -$223K – 4128
2022
Q4 		$223K Sell
10,238
-746
-7% -$16.5K ﹤0.01% 3620
2022
Q3 		$236K Sell
10,984
-2,491
-18% -$65.1K ﹤0.01% 3504
2022
Q2 		$350K Buy
13,475
+528
+4% +$17.8K ﹤0.01% 3274
2022
Q1 		$495K Buy
12,947
+652
+5% +$28.4K ﹤0.01% 3128
2021
Q4 		$590K Buy
12,295
+5,801
+89% +$265K ﹤0.01% 2964
2021
Q3 		$258K Buy
6,494
+58
+0.9% +$2.48K ﹤0.01% 3378
2021
Q2 		$315K Buy
6,436
+502
+8% +$22.5K ﹤0.01% 3255
2021
Q1 		$255K Sell
5,934
-653
-10% -$29.1K ﹤0.01% 3225
2020
Q4 		$242K Sell
6,587
-1,643
-20% -$55.3K ﹤0.01% 3035
2020
Q3 		$229K Buy
8,230
+788
+11% +$20.6K ﹤0.01% 2851
2020
Q2 		$204K Buy
+7,442
New +$169K ﹤0.01% 2867

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management's ZUMZ Position: Q1 2023 in Review

Envestnet Asset Management sold out of Zumiez (ZUMZ) in Q1 2023, closing a stake of 10,238 shares — an estimated $223K sold.

Envestnet Asset Management first reported a position in ZUMZ in Q2 2020 and held it in 11 quarters. The position peaked at $590K in Q4 2021. 143 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2023.

  • Envestnet Asset Management reported no remaining Zumiez position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 10,238 Zumiez shares in Q1 2023, an estimated $223K.
  • Envestnet Asset Management first reported a position in Zumiez in Q2 2020 and held it in 11 quarters.
  • Envestnet Asset Management's Zumiez position peaked at $590K in Q4 2021.
  • 143 funds tracked by Wall St. Rank held Zumiez as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.