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Atticus Wealth Management’s Zions Bancorporation ZION Stock Holding History

Atticus Wealth Management’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
Q2 		– Sell
-57
Closed -$1.71K – 618
2023
Q1 		$1.71K Buy
+57
New +$2.61K ﹤0.01% 482

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Atticus Wealth Management's ZION Position: Q2 2023 in Review

Atticus Wealth Management sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 57 shares — an estimated $1.71K sold.

Atticus Wealth Management first reported a position in ZION in Q1 2023 and held it in 1 quarter. The position peaked at $1.71K in Q1 2023. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Atticus Wealth Management reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 57 Zions Bancorporation shares in Q2 2023, an estimated $1.71K.
  • Atticus Wealth Management first reported a position in Zions Bancorporation in Q1 2023 and held it in 1 quarter.
  • Atticus Wealth Management's Zions Bancorporation position peaked at $1.71K in Q1 2023.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Atticus Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.