BerganKDV Wealth Management’s Zions Bancorporation ZION Stock Holding History

BerganKDV Wealth 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	-21	Closed	-$638	–	1091
2023 Q1	$638	Sell	21 -9	-30%	-$412	﹤0.01%	952
2022 Q4	$1.49K	Sell	30 -11	-27%	-$550	﹤0.01%	835
2022 Q3	$2K	Hold	41	–	–	﹤0.01%	849
2022 Q2	$2K	Hold	41	–	–	﹤0.01%	864
2022 Q1	$3K	Hold	41	–	–	﹤0.01%	826
2021 Q4	$3K	Hold	41	–	–	﹤0.01%	887
2021 Q3	$3K	Buy	41 +1	+3%	+$55	﹤0.01%	850
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	864
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	818
2020 Q4	$2K	Sell	40 -28	-41%	-$1.03K	﹤0.01%	813
2020 Q3	$2K	Hold	68	–	–	﹤0.01%	738
2020 Q2	$2K	Hold	68	–	–	﹤0.01%	799
2020 Q1	$2K	Buy	68 +28	+70%	+$1.15K	﹤0.01%	761
2019 Q4	$2K	Buy	+40	New	+$1.94K	﹤0.01%	807

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BerganKDV Wealth Management's ZION Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 21 shares — an estimated $638 sold.

BerganKDV Wealth Management first reported a position in ZION in Q4 2019 and held it in 14 quarters. The position peaked at $3K in Q1 2022. 421 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

BerganKDV Wealth Management reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 21 Zions Bancorporation shares in Q2 2023, an estimated $638.
BerganKDV Wealth Management first reported a position in Zions Bancorporation in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Zions Bancorporation position peaked at $3K in Q1 2022.
421 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.