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Wakefield Asset Management’s Zumiez ZUMZ Stock Holding History

Wakefield Asset 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
2020
Q2 		– Sell
-18,989
Closed -$329K – 215
2020
Q1 		$329K Buy
18,989
+2,392
+14% +$67.4K 0.18% 122
2019
Q4 		$573K Sell
16,597
-226
-1% -$7.15K 0.24% 103
2019
Q3 		$533K Buy
+16,823
New +$444K 0.23% 107

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wakefield Asset Management's ZUMZ Position: Q2 2020 in Review

Wakefield Asset Management sold out of Zumiez (ZUMZ) in Q2 2020, closing a stake of 18,989 shares — an estimated $329K sold.

Wakefield Asset Management first reported a position in ZUMZ in Q3 2019 and held it in 3 quarters. The position peaked at $573K in Q4 2019. 162 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2020.

  • Wakefield Asset Management reported no remaining Zumiez position as of Q2 2020 after selling out during the quarter.
  • Wakefield Asset Management sold 18,989 Zumiez shares in Q2 2020, an estimated $329K.
  • Wakefield Asset Management first reported a position in Zumiez in Q3 2019 and held it in 3 quarters.
  • Wakefield Asset Management's Zumiez position peaked at $573K in Q4 2019.
  • 162 funds tracked by Wall St. Rank held Zumiez as of Q2 2020.

Based on Wakefield Asset Management's 13F filing for Q2 2020, filed 28 Jul 2020.