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Americana Partners’s Zions Bancorporation ZION Stock Holding History

Americana Partners’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
Q4 		– Sell
-27,469
Closed -$951K – 330
2023
Q3 		$951K Sell
27,469
-12,199
-31% -$425K 0.1% 155
2023
Q2 		$1.07M Buy
+39,668
New +$1.1M 0.14% 137
2020
Q1 		– Sell
-225
Closed -$11K – 509
2019
Q4 		$11K Buy
+225
New +$10.9K 0.01% 423

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Americana Partners's ZION Position: Q4 2023 in Review

Americana Partners sold out of Zions Bancorporation (ZION) in Q4 2023, closing a stake of 27,469 shares — an estimated $951K sold.

Americana Partners first reported a position in ZION in Q4 2019 and held it in 3 quarters. The position peaked at $1.07M in Q2 2023. 471 funds tracked by Wall St. Rank hold ZION as of Q4 2023.

  • Americana Partners reported no remaining Zions Bancorporation position as of Q4 2023 after selling out during the quarter.
  • Americana Partners sold 27,469 Zions Bancorporation shares in Q4 2023, an estimated $951K.
  • Americana Partners first reported a position in Zions Bancorporation in Q4 2019 and held it in 3 quarters.
  • Americana Partners's Zions Bancorporation position peaked at $1.07M in Q2 2023.
  • 471 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2023.

Based on Americana Partners's 13F filing for Q4 2023, filed 25 Jan 2024.