Ascent Group’s Zions Bancorporation ZION Stock Holding History

Ascent Group’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	-23,289	Closed	-$1.44M	–	475
2021 Q4	$1.44M	Buy	+23,289	New	+$1.49M	0.18%	183

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ascent Group's ZION Position: Q1 2022 in Review

Ascent Group sold out of Zions Bancorporation (ZION) in Q1 2022, closing a stake of 23,289 shares — an estimated $1.44M sold.

Ascent Group first reported a position in ZION in Q4 2021 and held it in 1 quarter. The position peaked at $1.44M in Q4 2021. 513 funds tracked by Wall St. Rank hold ZION as of Q1 2022.

Ascent Group reported no remaining Zions Bancorporation position as of Q1 2022 after selling out during the quarter.
Ascent Group sold 23,289 Zions Bancorporation shares in Q1 2022, an estimated $1.44M.
Ascent Group first reported a position in Zions Bancorporation in Q4 2021 and held it in 1 quarter.
Ascent Group's Zions Bancorporation position peaked at $1.44M in Q4 2021.
513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2022.

Based on Ascent Group's 13F filing for Q1 2022, filed 10 May 2022.