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Pinnacle Wealth Planning Services’s Zumiez ZUMZ Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-52
Closed -$2K – 2014
2020
Q4 		$2K Buy
+52
New +$1.75K ﹤0.01% 2007

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's ZUMZ Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Zumiez (ZUMZ) in Q1 2021, closing a stake of 52 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in ZUMZ in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 189 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Zumiez position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 52 Zumiez shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Zumiez in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Zumiez position peaked at $2K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Zumiez as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.