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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 – 465
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bellwether Advisors's ZION Position: Q2 2023 in Review

Bellwether Advisors sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 400 shares — an estimated $12K sold.

Bellwether Advisors first reported a position in ZION in Q4 2020 and held it in 10 quarters. The position peaked at $49K in Q3 2021. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Bellwether Advisors reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Bellwether Advisors sold 400 Zions Bancorporation shares in Q2 2023, an estimated $12K.
  • Bellwether Advisors first reported a position in Zions Bancorporation in Q4 2020 and held it in 10 quarters.
  • Bellwether Advisors's Zions Bancorporation position peaked at $49K in Q3 2021.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.