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Belpointe Asset Management’s Zions Bancorporation ZION Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-285
Closed -$8.53K – 3458
2023
Q1 		$8.53K Buy
285
+225
+375% +$10.3K ﹤0.01% 2798
2022
Q4 		$2.94K Buy
+60
New +$3K ﹤0.01% 3127
2018
Q3 		– Sell
-8,760
Closed -$462K – 661
2018
Q2 		$462K Buy
+8,760
New +$483K 0.13% 177

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

Belpointe Asset Management's ZION Position: Q2 2023 in Review

Belpointe Asset Management sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 285 shares — an estimated $8.53K sold.

Belpointe Asset Management first reported a position in ZION in Q2 2018 and held it in 3 quarters. The position peaked at $462K in Q2 2018. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Belpointe Asset Management reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 285 Zions Bancorporation shares in Q2 2023, an estimated $8.53K.
  • Belpointe Asset Management first reported a position in Zions Bancorporation in Q2 2018 and held it in 3 quarters.
  • Belpointe Asset Management's Zions Bancorporation position peaked at $462K in Q2 2018.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.