ACG Wealth’s Zions Bancorporation ZION Stock Holding History

ACG Wealth’s Portfolio ZION Stock Details ZION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2	Closed	–	–	1045
2022 Q2	$0	Buy	+2	New	+$114	﹤0.01%	1097

Other funds holding ZION

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACG Wealth's ZION Position: Q3 2022 in Review

ACG Wealth sold out of Zions Bancorporation (ZION) in Q3 2022, closing a stake of 2 shares.

ACG Wealth first reported a position in ZION in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 491 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

ACG Wealth reported no remaining Zions Bancorporation position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 2 Zions Bancorporation shares in Q3 2022.
ACG Wealth first reported a position in Zions Bancorporation in Q2 2022 and held it in 1 quarter.
ACG Wealth's Zions Bancorporation position peaked at $0 in Q2 2022.
491 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.