Innealta Capital’s Zumiez ZUMZ Stock Holding History

Innealta Capital’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 Q3	–	Sell	-448	Closed	-$8.73K	–	1734
2024 Q2	$8.73K	Buy	+448	New	+$7.76K	﹤0.01%	850

Other funds holding ZUMZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Innealta Capital's ZUMZ Position: Q3 2024 in Review

Innealta Capital sold out of Zumiez (ZUMZ) in Q3 2024, closing a stake of 448 shares — an estimated $8.73K sold.

Innealta Capital first reported a position in ZUMZ in Q2 2024 and held it in 1 quarter. The position peaked at $8.73K in Q2 2024. 126 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2024.

Innealta Capital reported no remaining Zumiez position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 448 Zumiez shares in Q3 2024, an estimated $8.73K.
Innealta Capital first reported a position in Zumiez in Q2 2024 and held it in 1 quarter.
Innealta Capital's Zumiez position peaked at $8.73K in Q2 2024.
126 funds tracked by Wall St. Rank held Zumiez as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.