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Balboa Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Balboa 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
2023
Q3 		– Sell
-7,850
Closed -$211K – 329
2023
Q2 		$211K Hold
7,850
– – 0.07% 222
2023
Q1 		$235K Buy
+7,850
New +$359K 0.09% 198

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Balboa Wealth Partners's ZION Position: Q3 2023 in Review

Balboa Wealth Partners sold out of Zions Bancorporation (ZION) in Q3 2023, closing a stake of 7,850 shares — an estimated $211K sold.

Balboa Wealth Partners first reported a position in ZION in Q1 2023 and held it in 2 quarters. The position peaked at $235K in Q1 2023. 428 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

  • Balboa Wealth Partners reported no remaining Zions Bancorporation position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 7,850 Zions Bancorporation shares in Q3 2023, an estimated $211K.
  • Balboa Wealth Partners first reported a position in Zions Bancorporation in Q1 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's Zions Bancorporation position peaked at $235K in Q1 2023.
  • 428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.