Janney Montgomery Scott
ZUMZ icon

Janney Montgomery Scott’s Zumiez ZUMZ Stock Holding History

Janney Montgomery Scott’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
2023
Q2 		– Sell
-17,538
Closed -$323K – 2754
2023
Q1 		$323K Buy
17,538
+3,533
+25% +$81.3K ﹤0.01% 2003
2022
Q4 		$304K Buy
14,005
+1,898
+16% +$42.1K ﹤0.01% 2121
2022
Q3 		$261K Sell
12,107
-647
-5% -$16.9K ﹤0.01% 2105
2022
Q2 		$349K Buy
12,754
+10
+0.1% +$337 ﹤0.01% 1828
2022
Q1 		$487K Buy
12,744
+1,866
+17% +$81.1K ﹤0.01% 1622
2021
Q4 		$522K Buy
10,878
+289
+3% +$13.2K ﹤0.01% 1692
2021
Q3 		$421K Buy
10,589
+1,068
+11% +$45.6K ﹤0.01% 1766
2021
Q2 		$466K Buy
9,521
+62
+0.7% +$2.78K ﹤0.01% 1678
2021
Q1 		$406K Buy
9,459
+149
+2% +$6.63K ﹤0.01% 1683
2020
Q4 		$342K Buy
+9,310
New +$314K ﹤0.01% 1803
2020
Q3 		– Sell
-12,661
Closed -$347K – 2141
2020
Q2 		$347K Buy
+12,661
New +$288K ﹤0.01% 1548
2018
Q4 		– Sell
-9,750
Closed -$257K – 2074
2018
Q3 		$257K Hold
9,750
– – ﹤0.01% 1804
2018
Q2 		$244K Sell
9,750
-200
-2% -$4.98K ﹤0.01% 1759
2018
Q1 		$238K Buy
+9,950
New +$213K ﹤0.01% 1725
2015
Q1 		– Sell
-5,259
Closed -$203K – 2447
2014
Q4 		$203K Buy
+5,259
New +$180K ﹤0.01% 2004

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Janney Montgomery Scott's ZUMZ Position: Q2 2023 in Review

Janney Montgomery Scott sold out of Zumiez (ZUMZ) in Q2 2023, closing a stake of 17,538 shares — an estimated $323K sold.

Janney Montgomery Scott first reported a position in ZUMZ in Q4 2014 and held it in 15 quarters. The position peaked at $522K in Q4 2021. 133 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2023.

  • Janney Montgomery Scott reported no remaining Zumiez position as of Q2 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 17,538 Zumiez shares in Q2 2023, an estimated $323K.
  • Janney Montgomery Scott first reported a position in Zumiez in Q4 2014 and held it in 15 quarters.
  • Janney Montgomery Scott's Zumiez position peaked at $522K in Q4 2021.
  • 133 funds tracked by Wall St. Rank held Zumiez as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.