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GW Henssler & Associates’s Zumiez ZUMZ Stock Holding History

GW Henssler & Associates’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
-8,379
Closed -$320K – 270
2022
Q1 		$320K Buy
8,379
+13
+0.2% +$565 0.02% 185
2021
Q4 		$401K Buy
+8,366
New +$382K 0.03% 166
2021
Q3 		– Sell
-8,386
Closed -$411K – 224
2021
Q2 		$411K Buy
+8,386
New +$376K 0.03% 152

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
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

GW Henssler & Associates's ZUMZ Position: Q2 2022 in Review

GW Henssler & Associates sold out of Zumiez (ZUMZ) in Q2 2022, closing a stake of 8,379 shares — an estimated $320K sold.

GW Henssler & Associates first reported a position in ZUMZ in Q2 2021 and held it in 3 quarters. The position peaked at $411K in Q2 2021. 157 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2022.

  • GW Henssler & Associates reported no remaining Zumiez position as of Q2 2022 after selling out during the quarter.
  • GW Henssler & Associates sold 8,379 Zumiez shares in Q2 2022, an estimated $320K.
  • GW Henssler & Associates first reported a position in Zumiez in Q2 2021 and held it in 3 quarters.
  • GW Henssler & Associates's Zumiez position peaked at $411K in Q2 2021.
  • 157 funds tracked by Wall St. Rank held Zumiez as of Q2 2022.

Based on GW Henssler & Associates's 13F filing for Q2 2022, filed 4 Aug 2022.