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Braun-Bostich & Associates’s Zions Bancorporation ZION Stock Holding History

Braun-Bostich & Associates’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
2022
Q1 		– Sell
-4,816
Closed -$325K – 151
2021
Q4 		$325K Buy
+4,816
New +$308K 0.08% 79

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 $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Braun-Bostich & Associates's ZION Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Zions Bancorporation (ZION) in Q1 2022, closing a stake of 4,816 shares — an estimated $325K sold.

Braun-Bostich & Associates first reported a position in ZION in Q4 2021 and held it in 1 quarter. The position peaked at $325K in Q4 2021. 513 funds tracked by Wall St. Rank hold ZION as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining Zions Bancorporation position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 4,816 Zions Bancorporation shares in Q1 2022, an estimated $325K.
  • Braun-Bostich & Associates first reported a position in Zions Bancorporation in Q4 2021 and held it in 1 quarter.
  • Braun-Bostich & Associates's Zions Bancorporation position peaked at $325K in Q4 2021.
  • 513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.