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Advisor Group’s Zions Bancorporation ZION Stock Holding History

Advisor Group’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
2019
Q4 		$306K Sell
5,900
-63
-1% -$3.06K ﹤0.01% 2041
2019
Q3 		$266K Sell
5,963
-20,130
-77% -$870K ﹤0.01% 2110
2019
Q2 		$1.2M Sell
26,093
-3,261
-11% -$151K 0.01% 1018
2019
Q1 		$1.33M Buy
29,354
+25,141
+597% +$1.2M 0.01% 927
2018
Q4 		$172K Buy
4,213
+578
+16% +$26.9K ﹤0.01% 2207
2018
Q3 		$182K Buy
3,635
+285
+9% +$15K ﹤0.01% 2245
2018
Q2 		$176K Buy
3,350
+125
+4% +$6.9K ﹤0.01% 2073
2018
Q1 		$170K Sell
3,225
-1,008
-24% -$54.2K ﹤0.01% 2100
2017
Q4 		$214K Sell
4,233
-1,228
-22% -$58.8K ﹤0.01% 1951
2017
Q3 		$257K Buy
5,461
+227
+4% +$10.1K ﹤0.01% 1650
2017
Q2 		$229K Buy
5,234
+901
+21% +$37.1K ﹤0.01% 1688
2017
Q1 		$182K Buy
4,333
+1,289
+42% +$56K ﹤0.01% 1739
2016
Q4 		$131K Buy
3,044
+2,615
+610% +$96.3K ﹤0.01% 1885
2016
Q3 		$13K Sell
429
-41
-9% -$1.17K ﹤0.01% 3413
2016
Q2 		$11K Buy
+470
New +$12.5K ﹤0.01% 3437

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's ZION Position: Q4 2019 in Review

Advisor Group reduced its Zions Bancorporation (ZION) stake by 1.1% in Q4 2019, selling an estimated $3.06K and leaving 5,900 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Advisor Group first reported a position in ZION in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.33M in Q1 2019. 474 funds tracked by Wall St. Rank hold ZION as of Q4 2019.

  • Advisor Group held 5,900 shares of Zions Bancorporation worth $306K as of Q4 2019.
  • Advisor Group sold 63 Zions Bancorporation shares in Q4 2019, an estimated $3.06K.
  • Zions Bancorporation made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2041 holding.
  • Advisor Group first reported a position in Zions Bancorporation in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Zions Bancorporation position peaked at $1.33M in Q1 2019.
  • 474 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.