Avantax Advisory Services’s Zions Bancorporation ZION Stock Holding History

Avantax Advisory Services’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	-9,238	Closed	-$277K	–	1584
2023 Q1	$277K	Sell	9,238 -115	-1%	-$5.26K	﹤0.01%	1192
2022 Q4	$460K	Buy	9,353 +5,181	+124%	+$259K	0.01%	904
2022 Q3	$212K	Buy	+4,172	New	+$228K	﹤0.01%	1190

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Avantax Advisory Services's ZION Position: Q2 2023 in Review

Avantax Advisory Services sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 9,238 shares — an estimated $277K sold.

Avantax Advisory Services first reported a position in ZION in Q3 2022 and held it in 3 quarters. The position peaked at $460K in Q4 2022. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

Avantax Advisory Services reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 9,238 Zions Bancorporation shares in Q2 2023, an estimated $277K.
Avantax Advisory Services first reported a position in Zions Bancorporation in Q3 2022 and held it in 3 quarters.
Avantax Advisory Services's Zions Bancorporation position peaked at $460K in Q4 2022.
422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.