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IndexIQ Advisors’s Zumiez ZUMZ Stock Holding History

IndexIQ Advisors’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
-9,844
Closed -$472K – 1541
2021
Q4 		$472K Sell
9,844
-636
-6% -$29K 0.02% 620
2021
Q3 		$417K Buy
10,480
+1,050
+11% +$44.8K 0.01% 773
2021
Q2 		$462K Buy
9,430
+174
+2% +$7.81K 0.02% 525
2021
Q1 		$397K Buy
+9,256
New +$412K 0.01% 809

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

IndexIQ Advisors's ZUMZ Position: Q1 2022 in Review

IndexIQ Advisors sold out of Zumiez (ZUMZ) in Q1 2022, closing a stake of 9,844 shares — an estimated $472K sold.

IndexIQ Advisors first reported a position in ZUMZ in Q1 2021 and held it in 4 quarters. The position peaked at $472K in Q4 2021. 170 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2022.

  • IndexIQ Advisors reported no remaining Zumiez position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 9,844 Zumiez shares in Q1 2022, an estimated $472K.
  • IndexIQ Advisors first reported a position in Zumiez in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's Zumiez position peaked at $472K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Zumiez as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.