Affinity Wealth Management’s Zions Bancorporation ZION Stock Holding History

Affinity Wealth Management’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	-4,433	Closed	-$218K	–	126
2022 Q4	$218K	Buy	4,433 +60	+1%	+$3K	0.05%	96
2022 Q3	$222K	Buy	4,373 +22	+0.5%	+$1.2K	0.06%	86
2022 Q2	$219K	Buy	4,351 +1	+0%	+$57	0.05%	91
2022 Q1	$278K	Sell	4,350 -466	-10%	-$31.9K	0.06%	85
2021 Q4	$325K	Sell	4,816 -10	-0.2%	-$639	0.07%	84
2021 Q3	$306K	Buy	+4,826	New	+$265K	0.06%	89

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 $3.38T AUM 44.17% 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 Wealth Management's ZION Position: Q1 2023 in Review

Affinity Wealth Management sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 4,433 shares — an estimated $218K sold.

Affinity Wealth Management first reported a position in ZION in Q3 2021 and held it in 6 quarters. The position peaked at $325K in Q4 2021. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

Affinity Wealth Management reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
Affinity Wealth Management sold 4,433 Zions Bancorporation shares in Q1 2023, an estimated $218K.
Affinity Wealth Management first reported a position in Zions Bancorporation in Q3 2021 and held it in 6 quarters.
Affinity Wealth Management's Zions Bancorporation position peaked at $325K in Q4 2021.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Affinity Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.