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Arkadios Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Arkadios 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
2020
Q2 		– Sell
-25
Closed -$669 – 1167
2020
Q1 		$669 Sell
25
-52
-68% -$2.14K ﹤0.01% 995
2019
Q4 		$3.58K Buy
+77
New +$3.74K ﹤0.01% 748

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Arkadios Wealth Advisors's ZION Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of Zions Bancorporation (ZION) in Q2 2020, closing a stake of 25 shares — an estimated $669 sold.

Arkadios Wealth Advisors first reported a position in ZION in Q4 2019 and held it in 2 quarters. The position peaked at $3.58K in Q4 2019. 410 funds tracked by Wall St. Rank hold ZION as of Q2 2020.

  • Arkadios Wealth Advisors reported no remaining Zions Bancorporation position as of Q2 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 25 Zions Bancorporation shares in Q2 2020, an estimated $669.
  • Arkadios Wealth Advisors first reported a position in Zions Bancorporation in Q4 2019 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Zions Bancorporation position peaked at $3.58K in Q4 2019.
  • 410 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.