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Graves Light Lenhart Wealth’s Zumiez ZUMZ Stock Holding History

Graves Light Lenhart Wealth’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
Q1 		– Sell
-145
Closed -$7K – 758
2021
Q4 		$7K Sell
145
-37
-20% -$1.69K ﹤0.01% 638
2021
Q3 		$7K Buy
182
+15
+9% +$640 ﹤0.01% 621
2021
Q2 		$8K Hold
167
– – ﹤0.01% 588
2021
Q1 		$7K Hold
167
– – ﹤0.01% 624
2020
Q4 		$6K Buy
+167
New +$5.63K ﹤0.01% 611

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Graves Light Lenhart Wealth's ZUMZ Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of Zumiez (ZUMZ) in Q1 2022, closing a stake of 145 shares — an estimated $7K sold.

Graves Light Lenhart Wealth first reported a position in ZUMZ in Q4 2020 and held it in 5 quarters. The position peaked at $8K in Q2 2021. 170 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2022.

  • Graves Light Lenhart Wealth reported no remaining Zumiez position as of Q1 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 145 Zumiez shares in Q1 2022, an estimated $7K.
  • Graves Light Lenhart Wealth first reported a position in Zumiez in Q4 2020 and held it in 5 quarters.
  • Graves Light Lenhart Wealth's Zumiez position peaked at $8K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Zumiez as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.