American Portfolios Advisors’s Zions Bancorporation ZION Stock Holding History

American Portfolios 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
2022 Q3	$6.15K	Hold	121	–	–	﹤0.01%	2740
2022 Q2	$6.16K	Hold	121	–	–	﹤0.01%	2756
2022 Q1	$7.93K	Buy	121 +70	+137%	+$4.79K	﹤0.01%	2781
2021 Q4	$3.22K	Hold	51	–	–	﹤0.01%	3039
2021 Q3	$3.16K	Hold	51	–	–	﹤0.01%	3025
2021 Q2	$2.7K	Hold	51	–	–	﹤0.01%	3058
2021 Q1	$2.8K	Sell	51 -15	-23%	-$772	﹤0.01%	2893
2020 Q4	$2.87K	Buy	+66	New	+$2.44K	﹤0.01%	2605
2020 Q1	–	Sell	-9,329	Closed	-$484K	–	2927
2019 Q4	$484K	Sell	9,329 -2,413	-21%	-$117K	0.03%	427
2019 Q3	$523K	Buy	11,742 +2,602	+28%	+$112K	0.04%	387
2019 Q2	$420K	Buy	9,140 +357	+4%	+$16.5K	0.04%	451
2019 Q1	$399K	Buy	+8,783	New	+$419K	0.04%	423

Other funds holding ZION

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's ZION Position: Q3 2022 in Review

American Portfolios Advisors held its Zions Bancorporation (ZION) position steady in Q3 2022 at 121 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

American Portfolios Advisors first reported a position in ZION in Q1 2019 and has held it in 12 quarters since. The position peaked at $523K in Q3 2019. 492 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

American Portfolios Advisors held 121 shares of Zions Bancorporation worth $6.15K as of Q3 2022.
American Portfolios Advisors left its Zions Bancorporation share count unchanged in Q3 2022.
Zions Bancorporation made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2740 holding.
American Portfolios Advisors first reported a position in Zions Bancorporation in Q1 2019 and has held it in 12 quarters since.
American Portfolios Advisors's Zions Bancorporation position peaked at $523K in Q3 2019.
492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.