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Axxcess Wealth Management’s Zions Bancorporation ZION Stock Holding History

Axxcess 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
2024
Q2 		– Sell
-14,106
Closed -$612K – 963
2024
Q1 		$612K Buy
14,106
+7,006
+99% +$289K 0.02% 488
2023
Q4 		$311K Sell
7,100
-5,300
-43% -$191K 0.01% 632
2023
Q3 		$433K Buy
+12,400
New +$432K 0.01% 507

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axxcess Wealth Management's ZION Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 14,106 shares — an estimated $612K sold.

Axxcess Wealth Management first reported a position in ZION in Q3 2023 and held it in 3 quarters. The position peaked at $612K in Q1 2024. 431 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,106 Zions Bancorporation shares in Q2 2024, an estimated $612K.
  • Axxcess Wealth Management first reported a position in Zions Bancorporation in Q3 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's Zions Bancorporation position peaked at $612K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.