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Advisor Partners’s Zions Bancorporation ZION Stock Holding History

Advisor Partners’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
Q2 		$536K Buy
10,536
+822
+8% +$46.7K 0.04% 460
2022
Q1 		$637K Sell
9,714
-856
-8% -$58.6K 0.04% 440
2021
Q4 		$668K Buy
10,570
+138
+1% +$8.81K 0.04% 431
2021
Q3 		$646K Sell
10,432
-685
-6% -$37.6K 0.04% 407
2021
Q2 		$588K Sell
11,117
-366
-3% -$20.5K 0.04% 454
2021
Q1 		$631K Sell
11,483
-1,466
-11% -$75.5K 0.05% 410
2020
Q4 		$563K Sell
12,949
-2,474
-16% -$91.5K 0.04% 423
2020
Q3 		$451K Sell
15,423
-2,424
-14% -$78.1K 0.04% 421
2020
Q2 		$607K Sell
17,847
-6,660
-27% -$211K 0.06% 317
2020
Q1 		$655K Buy
24,507
+11,681
+91% +$481K 0.08% 233
2019
Q4 		$646K Buy
12,826
+708
+6% +$34.4K 0.07% 286
2019
Q3 		$539K Buy
12,118
+3,079
+34% +$133K 0.07% 317
2019
Q2 		$416K Buy
9,039
+1,425
+19% +$65.9K 0.05% 360
2019
Q1 		$346K Sell
7,614
-44
-0.6% -$2.1K 0.04% 394
2018
Q4 		$312K Sell
7,658
-240
-3% -$11.2K 0.05% 397
2018
Q3 		$396K Sell
7,898
-477
-6% -$25.2K 0.05% 366
2018
Q2 		$441K Buy
8,375
+506
+6% +$27.9K 0.07% 314
2018
Q1 		$415K Buy
7,869
+487
+7% +$26.2K 0.08% 312
2017
Q4 		$397K Buy
7,382
+998
+16% +$47.8K 0.07% 321
2017
Q3 		$301K Sell
6,384
-86
-1% -$3.83K 0.06% 346
2017
Q2 		$284K Sell
6,470
-71
-1% -$2.92K 0.07% 349
2017
Q1 		$275K Buy
+6,541
New +$284K 0.07% 340

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's ZION Position: Q2 2022 in Review

Advisor Partners increased its Zions Bancorporation (ZION) stake by 8.5% in Q2 2022, buying an estimated $46.7K and bringing the position to 10,536 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #460.

Advisor Partners first reported a position in ZION in Q1 2017 and has held it in 22 quarters since. The position peaked at $668K in Q4 2021. 489 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

  • Advisor Partners held 10,536 shares of Zions Bancorporation worth $536K as of Q2 2022.
  • Advisor Partners bought 822 Zions Bancorporation shares in Q2 2022, an estimated $46.7K.
  • Zions Bancorporation made up 0.04% of Advisor Partners's portfolio in Q2 2022, its #460 holding.
  • Advisor Partners first reported a position in Zions Bancorporation in Q1 2017 and has held it in 22 quarters since.
  • Advisor Partners's Zions Bancorporation position peaked at $668K in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.