Affinity Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Affinity Investment 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
2023 Q1	–	Sell	-6,340	Closed	-$312K	–	203
2022 Q4	$312K	Buy	6,340 +441	+7%	+$22.1K	0.14%	162
2022 Q3	$300K	Hold	5,899	–	–	0.16%	168
2022 Q2	$300K	Buy	+5,899	New	+$335K	0.15%	169
2017 Q4	–	Sell	-39,720	Closed	-$1.87M	–	190
2017 Q3	$1.87M	Sell	39,720 -7,390	-16%	-$329K	0.22%	83
2017 Q2	$2.07M	Sell	47,110 -43,450	-48%	-$1.79M	0.25%	91
2017 Q1	$3.8M	Sell	90,560 -1,380	-2%	-$59.9K	0.34%	74
2016 Q4	$3.96M	Sell	91,940 -38,560	-30%	-$1.42M	0.37%	70
2016 Q3	$4.05M	Buy	+130,500	New	+$3.71M	0.34%	88

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Affinity Investment Advisors's ZION Position: Q1 2023 in Review

Affinity Investment Advisors sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 6,340 shares — an estimated $312K sold.

Affinity Investment Advisors first reported a position in ZION in Q3 2016 and held it in 8 quarters. The position peaked at $4.05M in Q3 2016. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

Affinity Investment Advisors reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
Affinity Investment Advisors sold 6,340 Zions Bancorporation shares in Q1 2023, an estimated $312K.
Affinity Investment Advisors first reported a position in Zions Bancorporation in Q3 2016 and held it in 8 quarters.
Affinity Investment Advisors's Zions Bancorporation position peaked at $4.05M in Q3 2016.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Affinity Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.