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Acorn Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-36
Closed -$2K – 797
2018
Q1 		$2K Hold
36
– – ﹤0.01% 752
2017
Q4 		$2K Buy
+36
New +$1.72K ﹤0.01% 727

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Acorn Wealth Advisors's ZION Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Zions Bancorporation (ZION) in Q2 2018, closing a stake of 36 shares — an estimated $2K sold.

Acorn Wealth Advisors first reported a position in ZION in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 540 funds tracked by Wall St. Rank hold ZION as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Zions Bancorporation position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 36 Zions Bancorporation shares in Q2 2018, an estimated $2K.
  • Acorn Wealth Advisors first reported a position in Zions Bancorporation in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Zions Bancorporation position peaked at $2K in Q1 2018.
  • 540 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.