Advisory Alpha’s Zions Bancorporation ZION Stock Holding History

Advisory Alpha’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	-168	Closed	-$5K	–	678
2020 Q3	$5K	Buy	+168	New	+$5.41K	﹤0.01%	527
2020 Q2	–	Sell	-168	Closed	-$4.9K	–	644
2020 Q1	$4.9K	Hold	168	–	–	﹤0.01%	487
2019 Q4	$8.57K	Sell	168 -21	-11%	-$1.02K	﹤0.01%	512
2019 Q3	$8.02K	Buy	+189	New	+$8.17K	﹤0.01%	483
2019 Q2	–	Sell	-168	Closed	-$8.1K	–	672
2019 Q1	$8.1K	Buy	+168	New	+$8.02K	﹤0.01%	426

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Advisory Alpha's ZION Position: Q4 2020 in Review

Advisory Alpha sold out of Zions Bancorporation (ZION) in Q4 2020, closing a stake of 168 shares — an estimated $5K sold.

Advisory Alpha first reported a position in ZION in Q1 2019 and held it in 5 quarters. The position peaked at $8.57K in Q4 2019. 432 funds tracked by Wall St. Rank hold ZION as of Q4 2020.

Advisory Alpha reported no remaining Zions Bancorporation position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 168 Zions Bancorporation shares in Q4 2020, an estimated $5K.
Advisory Alpha first reported a position in Zions Bancorporation in Q1 2019 and held it in 5 quarters.
Advisory Alpha's Zions Bancorporation position peaked at $8.57K in Q4 2019.
432 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.