AIA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return