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Avantax Planning Partners’s Zions Bancorporation ZION Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-265
Closed -$13K – 1234
2018
Q3 		$13K Buy
+265
New +$14K ﹤0.01% 821
2018
Q2 		– Sell
-506
Closed -$27K – 1526
2018
Q1 		$27K Buy
+506
New +$27.2K ﹤0.01% 682

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Avantax Planning Partners's ZION Position: Q4 2018 in Review

Avantax Planning Partners sold out of Zions Bancorporation (ZION) in Q4 2018, closing a stake of 265 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in ZION in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q1 2018. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

  • Avantax Planning Partners reported no remaining Zions Bancorporation position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 265 Zions Bancorporation shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Zions Bancorporation in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Zions Bancorporation position peaked at $27K in Q1 2018.
  • 519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.