Money Concepts Capital’s Zumiez ZUMZ Stock Holding History

Money Concepts 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
2022 Q4	–	Sell	-5	Closed	–	–	3319
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1681
2022 Q2	$0	Hold	5	–	–	﹤0.01%	2657
2022 Q1	$0	Buy	+5	New	+$217	﹤0.01%	2799

Other funds holding ZUMZ

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

Millennium Management New York $240B AUM 35.51% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's ZUMZ Position: Q4 2022 in Review

Money Concepts Capital sold out of Zumiez (ZUMZ) in Q4 2022, closing a stake of 5 shares.

Money Concepts Capital first reported a position in ZUMZ in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 141 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2022.

Money Concepts Capital reported no remaining Zumiez position as of Q4 2022 after selling out during the quarter.
Money Concepts Capital sold 5 Zumiez shares in Q4 2022.
Money Concepts Capital first reported a position in Zumiez in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's Zumiez position peaked at $0 in Q3 2022.
141 funds tracked by Wall St. Rank held Zumiez as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.