Sutton Wealth Advisors’s Zumiez ZUMZ Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-388	Closed	-$8.44K	–	1591
2022 Q4	$8.44K	Buy	388 +129	+50%	+$2.86K	﹤0.01%	997
2022 Q3	$5.58K	Sell	259 -12	-4%	-$314	﹤0.01%	1050
2022 Q2	$7.05K	Sell	271 -10	-4%	-$337	﹤0.01%	1002
2022 Q1	$10.7K	Buy	281 +4	+1%	+$174	﹤0.01%	915
2021 Q4	$13.3K	Buy	277 +6	+2%	+$274	﹤0.01%	836
2021 Q3	$10.8K	Hold	271	–	–	﹤0.01%	886
2021 Q2	$13.3K	Hold	271	–	–	﹤0.01%	818
2021 Q1	$11.6K	Hold	271	–	–	﹤0.01%	834
2020 Q4	$9.97K	Hold	271	–	–	﹤0.01%	807
2020 Q3	$7.54K	Hold	271	–	–	﹤0.01%	812
2020 Q2	$7.42K	Hold	271	–	–	﹤0.01%	781
2020 Q1	$4.69K	Hold	271	–	–	﹤0.01%	834
2019 Q4	$9.36K	Hold	271	–	–	﹤0.01%	838
2019 Q3	$8.58K	Hold	271	–	–	﹤0.01%	830
2019 Q2	$7.07K	Hold	271	–	–	﹤0.01%	854
2019 Q1	$6.75K	Buy	+271	New	+$6.42K	﹤0.01%	875
2016 Q2	–	Sell	-226	Closed	-$4.5K	–	1069
2016 Q1	$4.5K	Buy	+226	New	+$4.24K	﹤0.01%	766

Other funds holding ZUMZ

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

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

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's ZUMZ Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Zumiez (ZUMZ) in Q1 2023, closing a stake of 388 shares — an estimated $8.44K sold.

Sutton Wealth Advisors first reported a position in ZUMZ in Q1 2016 and held it in 17 quarters. The position peaked at $13.3K in Q4 2021. 143 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2023.

Sutton Wealth Advisors reported no remaining Zumiez position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 388 Zumiez shares in Q1 2023, an estimated $8.44K.
Sutton Wealth Advisors first reported a position in Zumiez in Q1 2016 and held it in 17 quarters.
Sutton Wealth Advisors's Zumiez position peaked at $13.3K in Q4 2021.
143 funds tracked by Wall St. Rank held Zumiez as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.