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ZION icon

Bellwether Advisors’s Zions Bancorporation ZION Stock Holding History

Bellwether 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 		– Sell
-400
Closed -$12K – 487
2023
Q1 		$12K Hold
400
– – ﹤0.01% 267
2022
Q4 		$19.7K Hold
400
– – 0.01% 240
2022
Q3 		$20K Hold
400
– – 0.01% 220
2022
Q2 		$20K Hold
400
– – 0.01% 218
2022
Q1 		$26K Hold
400
– – 0.01% 237
2021
Q4 		$25K Sell
400
-400
-50% -$25.5K 0.01% 252
2021
Q3 		$49K Hold
800
– – 0.02% 207
2021
Q2 		$42K Hold
800
– – 0.01% 188
2021
Q1 		$43K Hold
800
– – 0.02% 173
2020
Q4 		$34K Buy
+800
New +$29.6K 0.02% 179

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return