RJA
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Raymond James & Associates’s Zumiez ZUMZ Stock Holding History

Raymond James & Associates’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
Q3 		– Sell
-9,502
Closed -$247K – 4158
2022
Q2 		$247K Buy
9,502
+99
+1% +$3.33K ﹤0.01% 3370
2022
Q1 		$359K Buy
9,403
+1,400
+17% +$60.9K ﹤0.01% 3290
2021
Q4 		$384K Buy
8,003
+734
+10% +$33.5K ﹤0.01% 3289
2021
Q3 		$289K Buy
7,269
+718
+11% +$30.6K ﹤0.01% 3441
2021
Q2 		$321K Buy
6,551
+470
+8% +$21.1K ﹤0.01% 3391
2021
Q1 		$261K Buy
+6,081
New +$271K ﹤0.01% 3453

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James & Associates's ZUMZ Position: Q3 2022 in Review

Raymond James & Associates sold out of Zumiez (ZUMZ) in Q3 2022, closing a stake of 9,502 shares — an estimated $247K sold.

Raymond James & Associates first reported a position in ZUMZ in Q1 2021 and held it in 6 quarters. The position peaked at $384K in Q4 2021. 151 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2022.

  • Raymond James & Associates reported no remaining Zumiez position as of Q3 2022 after selling out during the quarter.
  • Raymond James & Associates sold 9,502 Zumiez shares in Q3 2022, an estimated $247K.
  • Raymond James & Associates first reported a position in Zumiez in Q1 2021 and held it in 6 quarters.
  • Raymond James & Associates's Zumiez position peaked at $384K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Zumiez as of Q3 2022.

Based on Raymond James & Associates's 13F filing for Q3 2022, filed 25 Oct 2022.