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Harvest Group Wealth Management’s Zumiez ZUMZ Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-8
Closed – – 745
2020
Q4 		$0 Hold
8
– – ﹤0.01% 876
2020
Q3 		$0 Hold
8
– – ﹤0.01% 851
2020
Q2 		$0 Hold
8
– – ﹤0.01% 887
2020
Q1 		$0 Buy
+8
New +$226 ﹤0.01% 1063

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's ZUMZ Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Zumiez (ZUMZ) in Q1 2021, closing a stake of 8 shares.

Harvest Group Wealth Management first reported a position in ZUMZ in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 189 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Zumiez position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 8 Zumiez shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Zumiez in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Zumiez position peaked at $0 in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Zumiez as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.