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Wealthspire Advisors (Maryland)’s Zumiez ZUMZ Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-102
Closed -$3K – 2103
2019
Q1 		$3K Hold
102
– – ﹤0.01% 2072
2018
Q4 		$2K Hold
102
– – ﹤0.01% 2150
2018
Q3 		$3K Sell
102
-400
-80% -$10.5K ﹤0.01% 2085
2018
Q2 		$13K Sell
502
-10
-2% -$249 ﹤0.01% 1463
2018
Q1 		$12K Buy
512
+400
+357% +$8.54K ﹤0.01% 1505
2017
Q4 		$2K Buy
112
+81
+261% +$1.55K ﹤0.01% 2185
2017
Q3 		$1K Buy
+31
New +$422 ﹤0.01% 2164

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ZUMZ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Zumiez (ZUMZ) in Q2 2019, closing a stake of 102 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in ZUMZ in Q3 2017 and held it in 7 quarters. The position peaked at $13K in Q2 2018. 156 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Zumiez position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 102 Zumiez shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Zumiez in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Zumiez position peaked at $13K in Q2 2018.
  • 156 funds tracked by Wall St. Rank held Zumiez as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.