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Strategic Investment Solutions’s Zumiez ZUMZ Stock Holding History

Strategic Investment 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
2023
Q4 		– Sell
-5,100
Closed -$92.7K – 1197
2023
Q3 		$92.7K Buy
5,100
+5,000
+5,000% +$90.1K ﹤0.01% 561
2023
Q2 		$1.57K Hold
100
– – ﹤0.01% 768
2023
Q1 		$1.84K Buy
+100
New +$2.3K ﹤0.01% 882

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Strategic Investment Solutions's ZUMZ Position: Q4 2023 in Review

Strategic Investment Solutions sold out of Zumiez (ZUMZ) in Q4 2023, closing a stake of 5,100 shares — an estimated $92.7K sold.

Strategic Investment Solutions first reported a position in ZUMZ in Q1 2023 and held it in 3 quarters. The position peaked at $92.7K in Q3 2023. 112 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2023.

  • Strategic Investment Solutions reported no remaining Zumiez position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 5,100 Zumiez shares in Q4 2023, an estimated $92.7K.
  • Strategic Investment Solutions first reported a position in Zumiez in Q1 2023 and held it in 3 quarters.
  • Strategic Investment Solutions's Zumiez position peaked at $92.7K in Q3 2023.
  • 112 funds tracked by Wall St. Rank held Zumiez as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.