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Buckingham Strategic Wealth’s Zions Bancorporation ZION Stock Holding History

Buckingham Strategic Wealth’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
2020
Q4 		– Sell
-9,109
Closed -$266K – 585
2020
Q3 		$266K Buy
+9,109
New +$294K 0.02% 404

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Buckingham Strategic Wealth's ZION Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Zions Bancorporation (ZION) in Q4 2020, closing a stake of 9,109 shares — an estimated $266K sold.

Buckingham Strategic Wealth first reported a position in ZION in Q3 2020 and held it in 1 quarter. The position peaked at $266K in Q3 2020. 431 funds tracked by Wall St. Rank hold ZION as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Zions Bancorporation position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 9,109 Zions Bancorporation shares in Q4 2020, an estimated $266K.
  • Buckingham Strategic Wealth first reported a position in Zions Bancorporation in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Zions Bancorporation position peaked at $266K in Q3 2020.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.