TCI Wealth Advisors’s Zumiez ZUMZ Stock Holding History

TCI 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 Q2	–	Sell	-36	Closed	-$664	–	2307
2023 Q1	$664	Hold	36	–	–	﹤0.01%	2173
2022 Q4	$783	Hold	36	–	–	﹤0.01%	2153
2022 Q3	$1K	Sell	36 -130	-78%	-$3.4K	﹤0.01%	2189
2022 Q2	$4K	Buy	166 +130	+361%	+$4.38K	﹤0.01%	1721
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	2168
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	2133
2021 Q3	$1K	Sell	36 -54	-60%	-$2.3K	﹤0.01%	2328
2021 Q2	$4K	Buy	90 +14	+18%	+$628	﹤0.01%	1655
2021 Q1	$3K	Buy	76 +40	+111%	+$1.78K	﹤0.01%	1611
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	1479
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	1463
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	1389
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	1382
2019 Q4	$1K	Hold	36	–	–	﹤0.01%	1464
2019 Q3	$1K	Hold	36	–	–	﹤0.01%	1413
2019 Q2	$1K	Hold	36	–	–	﹤0.01%	1331
2019 Q1	$1K	Hold	36	–	–	﹤0.01%	1335
2018 Q4	$1K	Hold	36	–	–	﹤0.01%	1344
2018 Q3	$1K	Hold	36	–	–	﹤0.01%	1358
2018 Q2	$1K	Hold	36	–	–	﹤0.01%	1400
2018 Q1	$1K	Hold	36	–	–	﹤0.01%	1249
2017 Q4	$1K	Buy	+36	New	+$689	﹤0.01%	1290

Other funds holding ZUMZ

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

TCI Wealth Advisors's ZUMZ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Zumiez (ZUMZ) in Q2 2023, closing a stake of 36 shares — an estimated $664 sold.

TCI Wealth Advisors first reported a position in ZUMZ in Q4 2017 and held it in 22 quarters. The position peaked at $4K in Q2 2022. 133 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2023.

TCI Wealth Advisors reported no remaining Zumiez position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 36 Zumiez shares in Q2 2023, an estimated $664.
TCI Wealth Advisors first reported a position in Zumiez in Q4 2017 and held it in 22 quarters.
TCI Wealth Advisors's Zumiez position peaked at $4K in Q2 2022.
133 funds tracked by Wall St. Rank held Zumiez as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.