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Avid Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Avid Wealth 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
2025
Q1 		– Sell
-4,639
Closed -$252K – 56
2024
Q4 		$252K Buy
4,639
+33
+0.7% +$1.81K 0.18% 43
2024
Q3 		$217K Buy
+4,606
New +$218K 0.15% 38

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avid Wealth Partners's ZION Position: Q1 2025 in Review

Avid Wealth Partners sold out of Zions Bancorporation (ZION) in Q1 2025, closing a stake of 4,639 shares — an estimated $252K sold.

Avid Wealth Partners first reported a position in ZION in Q3 2024 and held it in 2 quarters. The position peaked at $252K in Q4 2024. 498 funds tracked by Wall St. Rank hold ZION as of Q1 2025.

  • Avid Wealth Partners reported no remaining Zions Bancorporation position as of Q1 2025 after selling out during the quarter.
  • Avid Wealth Partners sold 4,639 Zions Bancorporation shares in Q1 2025, an estimated $252K.
  • Avid Wealth Partners first reported a position in Zions Bancorporation in Q3 2024 and held it in 2 quarters.
  • Avid Wealth Partners's Zions Bancorporation position peaked at $252K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2025.

Based on Avid Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.