BDO Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

BDO Wealth Advisors’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	$2.77K	Hold	103	–	–	﹤0.01%	830
2023 Q1	$3.08K	Hold	103	–	–	﹤0.01%	859
2022 Q4	$5.06K	Hold	103	–	–	﹤0.01%	766
2022 Q3	$5K	Hold	103	–	–	﹤0.01%	827
2022 Q2	$5K	Hold	103	–	–	﹤0.01%	791
2022 Q1	$7K	Hold	103	–	–	﹤0.01%	790
2021 Q4	$7K	Buy	103 +11	+12%	+$702	﹤0.01%	789
2021 Q3	$6K	Hold	92	–	–	﹤0.01%	815
2021 Q2	$5K	Hold	92	–	–	﹤0.01%	872
2021 Q1	$5K	Hold	92	–	–	﹤0.01%	858
2020 Q4	$4K	Hold	92	–	–	﹤0.01%	681
2020 Q3	$3K	Buy	+92	New	+$2.96K	﹤0.01%	654
2020 Q2	–	Sell	-32	Closed	-$1K	–	776
2020 Q1	$1K	Buy	+32	New	+$1.32K	﹤0.01%	728

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 $3.37T AUM 44.26% 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

BDO Wealth Advisors's ZION Position: Q2 2023 in Review

BDO Wealth Advisors held its Zions Bancorporation (ZION) position steady in Q2 2023 at 103 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

BDO Wealth Advisors first reported a position in ZION in Q1 2020 and has held it in 13 quarters since. The position peaked at $7K in Q1 2022. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

BDO Wealth Advisors held 103 shares of Zions Bancorporation worth $2.77K as of Q2 2023.
BDO Wealth Advisors left its Zions Bancorporation share count unchanged in Q2 2023.
Zions Bancorporation made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #830 holding.
BDO Wealth Advisors first reported a position in Zions Bancorporation in Q1 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's Zions Bancorporation position peaked at $7K in Q1 2022.
422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.