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Gradient Investments’s Zumiez ZUMZ Stock Holding History

Gradient Investments’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
Q1 		– Sell
-19
Closed -$386 – 1874
2023
Q4 		$386 Hold
19
– – ﹤0.01% 1640
2023
Q3 		$338 Hold
19
– – ﹤0.01% 1622
2023
Q2 		$317 Buy
+19
New +$318 ﹤0.01% 1593

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Investments's ZUMZ Position: Q1 2024 in Review

Gradient Investments sold out of Zumiez (ZUMZ) in Q1 2024, closing a stake of 19 shares — an estimated $386 sold.

Gradient Investments first reported a position in ZUMZ in Q2 2023 and held it in 3 quarters. The position peaked at $386 in Q4 2023. 119 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2024.

  • Gradient Investments reported no remaining Zumiez position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 19 Zumiez shares in Q1 2024, an estimated $386.
  • Gradient Investments first reported a position in Zumiez in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Zumiez position peaked at $386 in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Zumiez as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.