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Amplius Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-37
Closed -$2K – 943
2021
Q4 		$2K Buy
+37
New +$2.36K ﹤0.01% 866

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Amplius Wealth Advisors's ZION Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Zions Bancorporation (ZION) in Q1 2022, closing a stake of 37 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in ZION in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 513 funds tracked by Wall St. Rank hold ZION as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Zions Bancorporation position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 37 Zions Bancorporation shares in Q1 2022, an estimated $2K.
  • Amplius Wealth Advisors first reported a position in Zions Bancorporation in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Zions Bancorporation position peaked at $2K in Q4 2021.
  • 513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.