Benjamin F. Edwards & Company’s Zions Bancorporation ZION Stock Holding History

Benjamin F. Edwards & Company’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	-55	Closed	-$2K	–	1857
2023 Q1	$2K	Hold	55	–	–	﹤0.01%	1702
2022 Q4	$3K	Hold	55	–	–	﹤0.01%	1700
2022 Q3	$3K	Hold	55	–	–	﹤0.01%	1682
2022 Q2	$3K	Hold	55	–	–	﹤0.01%	1656
2022 Q1	$4K	Hold	55	–	–	﹤0.01%	1588
2021 Q4	$3K	Hold	55	–	–	﹤0.01%	1615
2021 Q3	$3K	Hold	55	–	–	﹤0.01%	1614
2021 Q2	$3K	Hold	55	–	–	﹤0.01%	1602
2021 Q1	$3K	Hold	55	–	–	﹤0.01%	1595
2020 Q4	$2K	Hold	55	–	–	﹤0.01%	1551
2020 Q3	$2K	Hold	55	–	–	﹤0.01%	1602
2020 Q2	$2K	Hold	55	–	–	﹤0.01%	1601
2020 Q1	$1K	Hold	55	–	–	﹤0.01%	1678
2019 Q4	$3K	Hold	55	–	–	﹤0.01%	1743
2019 Q3	$2K	Sell	55 -108	-66%	-$4.67K	﹤0.01%	1772
2019 Q2	$7K	Buy	+163	New	+$7.54K	﹤0.01%	1538
2018 Q4	–	Sell	-128	Closed	-$6K	–	1777
2018 Q3	$6K	Buy	128 +1	+0.8%	+$53	﹤0.01%	1395
2018 Q2	$7K	Buy	127 +1	+0.8%	+$55	﹤0.01%	1363
2018 Q1	$7K	Sell	126 -6	-5%	-$323	﹤0.01%	1356
2017 Q4	$7K	Buy	+132	New	+$6.32K	﹤0.01%	1297

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 $3.38T AUM 44.17% 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

Benjamin F. Edwards & Company's ZION Position: Q2 2023 in Review

Benjamin F. Edwards & Company sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 55 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in ZION in Q4 2017 and held it in 20 quarters. The position peaked at $7K in Q2 2019. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

Benjamin F. Edwards & Company reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 55 Zions Bancorporation shares in Q2 2023, an estimated $2K.
Benjamin F. Edwards & Company first reported a position in Zions Bancorporation in Q4 2017 and held it in 20 quarters.
Benjamin F. Edwards & Company's Zions Bancorporation position peaked at $7K in Q2 2019.
422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2023, filed 15 Aug 2023.