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Berman Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Berman Capital 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
2021
Q3 		$108K Buy
1,750
+29
+2% +$1.59K 0.02% 416
2021
Q2 		$90K Buy
1,721
+32
+2% +$1.79K 0.01% 415
2021
Q1 		$92K Buy
1,689
+93
+6% +$4.79K 0.02% 332
2020
Q4 		$69K Buy
1,596
+308
+24% +$11.4K 0.02% 333
2020
Q3 		$37K Buy
1,288
+372
+41% +$12K 0.01% 426
2020
Q2 		$31K Buy
916
+577
+170% +$18.3K 0.01% 438
2020
Q1 		$8K Buy
339
+146
+76% +$6.01K ﹤0.01% 747
2019
Q4 		$9K Buy
193
+58
+43% +$2.81K ﹤0.01% 800
2019
Q3 		$6K Sell
135
-56
-29% -$2.42K ﹤0.01% 913
2019
Q2 		$8K Buy
191
+84
+79% +$3.89K ﹤0.01% 834
2019
Q1 		$4K Buy
107
+79
+282% +$3.77K ﹤0.01% 950
2018
Q4 		$1K Buy
+28
New +$1.3K ﹤0.01% 1084

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Berman Capital Advisors's ZION Position: Q3 2021 in Review

Berman Capital Advisors increased its Zions Bancorporation (ZION) stake by 1.7% in Q3 2021, buying an estimated $1.59K and bringing the position to 1,750 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #416.

Berman Capital Advisors first reported a position in ZION in Q4 2018 and has held it in 12 quarters since. 443 funds tracked by Wall St. Rank hold ZION as of Q3 2021.

  • Berman Capital Advisors held 1,750 shares of Zions Bancorporation worth $108K as of Q3 2021.
  • Berman Capital Advisors bought 29 Zions Bancorporation shares in Q3 2021, an estimated $1.59K.
  • Zions Bancorporation made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #416 holding.
  • Berman Capital Advisors first reported a position in Zions Bancorporation in Q4 2018 and has held it in 12 quarters since.
  • 443 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.