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Spire Wealth Management’s Zumiez ZUMZ Stock Holding History

Spire Wealth Management’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
-726
Closed -$16K – 2417
2022
Q3 		$16K Hold
726
– – ﹤0.01% 1423
2022
Q2 		$19K Hold
726
– – ﹤0.01% 1708
2022
Q1 		$28K Hold
726
– – ﹤0.01% 1674
2021
Q4 		$35K Hold
726
– – ﹤0.01% 1896
2021
Q3 		$29K Buy
+726
New +$31K ﹤0.01% 1710

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's ZUMZ Position: Q4 2022 in Review

Spire Wealth Management sold out of Zumiez (ZUMZ) in Q4 2022, closing a stake of 726 shares — an estimated $16K sold.

Spire Wealth Management first reported a position in ZUMZ in Q3 2021 and held it in 5 quarters. The position peaked at $35K in Q4 2021. 141 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2022.

  • Spire Wealth Management reported no remaining Zumiez position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 726 Zumiez shares in Q4 2022, an estimated $16K.
  • Spire Wealth Management first reported a position in Zumiez in Q3 2021 and held it in 5 quarters.
  • Spire Wealth Management's Zumiez position peaked at $35K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Zumiez as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.