Orion Portfolio Solutions’s Zumiez ZUMZ Stock Holding History

Orion Portfolio Solutions’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
2020 Q3	–	Sell	-7	Closed	–	–	2110
2020 Q2	$0	Buy	+7	New	+$159	﹤0.01%	2495

Other funds holding ZUMZ

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's ZUMZ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Zumiez (ZUMZ) in Q3 2020, closing a stake of 7 shares.

Orion Portfolio Solutions first reported a position in ZUMZ in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 165 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2020.

Orion Portfolio Solutions reported no remaining Zumiez position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 7 Zumiez shares in Q3 2020.
Orion Portfolio Solutions first reported a position in Zumiez in Q2 2020 and held it in 1 quarter.
Orion Portfolio Solutions's Zumiez position peaked at $0 in Q2 2020.
165 funds tracked by Wall St. Rank held Zumiez as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.