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Alera Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Alera 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
2019
Q2 		– Sell
-53
Closed -$2K – 1047
2019
Q1 		$2K Buy
53
+11
+26% +$525 ﹤0.01% 872
2018
Q4 		$2K Buy
+42
New +$1.96K ﹤0.01% 805

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alera Investment Advisors's ZION Position: Q2 2019 in Review

Alera Investment Advisors sold out of Zions Bancorporation (ZION) in Q2 2019, closing a stake of 53 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in ZION in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 501 funds tracked by Wall St. Rank hold ZION as of Q2 2019.

  • Alera Investment Advisors reported no remaining Zions Bancorporation position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 53 Zions Bancorporation shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Zions Bancorporation in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Zions Bancorporation position peaked at $2K in Q1 2019.
  • 501 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.