AWM
ZION icon

Adams Wealth Management’s Zions Bancorporation ZION Stock Holding History

Adams Wealth Management’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
2020
Q4 		– Sell
-420
Closed -$12K – 349
2020
Q3 		$12K Buy
+420
New +$13.5K 0.01% 175

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Adams Wealth Management's ZION Position: Q4 2020 in Review

Adams Wealth Management sold out of Zions Bancorporation (ZION) in Q4 2020, closing a stake of 420 shares — an estimated $12K sold.

Adams Wealth Management first reported a position in ZION in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 431 funds tracked by Wall St. Rank hold ZION as of Q4 2020.

  • Adams Wealth Management reported no remaining Zions Bancorporation position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 420 Zions Bancorporation shares in Q4 2020, an estimated $12K.
  • Adams Wealth Management first reported a position in Zions Bancorporation in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Zions Bancorporation position peaked at $12K in Q3 2020.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.