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Glassman Wealth Services’s Zumiez ZUMZ Stock Holding History

Glassman Wealth Services’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
2022
Q2 		– Sell
-21
Closed -$1K – 2050
2022
Q1 		$1K Hold
21
– – ﹤0.01% 1562
2021
Q4 		$1K Hold
21
– – ﹤0.01% 1548
2021
Q3 		$1K Buy
+21
New +$896 ﹤0.01% 1508

Other funds holding ZUMZ

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Vanguard Group
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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Glassman Wealth Services's ZUMZ Position: Q2 2022 in Review

Glassman Wealth Services sold out of Zumiez (ZUMZ) in Q2 2022, closing a stake of 21 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in ZUMZ in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 157 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2022.

  • Glassman Wealth Services reported no remaining Zumiez position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 21 Zumiez shares in Q2 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in Zumiez in Q3 2021 and held it in 3 quarters.
  • Glassman Wealth Services's Zumiez position peaked at $1K in Q1 2022.
  • 157 funds tracked by Wall St. Rank held Zumiez as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.