Calamos Wealth Management’s Zions Bancorporation ZION Stock Holding History

Calamos 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
2020 Q3	–	Sell	-8,713	Closed	-$296K	–	270
2020 Q2	$296K	Sell	8,713 -1,462	-14%	-$46.3K	0.04%	227
2020 Q1	$272K	Sell	10,175 -90,380	-90%	-$3.72M	0.04%	208
2019 Q4	$5.22M	Buy	100,555 +2,010	+2%	+$97.6K	0.62%	49
2019 Q3	$4.39M	Sell	98,545 -34,327	-26%	-$1.48M	0.59%	50
2019 Q2	$6.11M	Buy	132,872 +3,466	+3%	+$160K	0.82%	33
2019 Q1	$5.88M	Buy	129,406 +51,572	+66%	+$2.46M	0.84%	30
2018 Q4	$3.17M	Buy	+77,834	New	+$3.63M	0.48%	58
2014 Q4	–	Sell	-28,573	Closed	-$830K	–	230
2014 Q3	$830K	Sell	28,573 -885	-3%	-$25.7K	0.24%	138
2014 Q2	$868K	Sell	29,458 -45,317	-61%	-$1.33M	0.25%	135
2014 Q1	$2.32M	Buy	+74,775	New	+$2.27M	0.69%	44

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Calamos Wealth Management's ZION Position: Q3 2020 in Review

Calamos Wealth Management sold out of Zions Bancorporation (ZION) in Q3 2020, closing a stake of 8,713 shares — an estimated $296K sold.

Calamos Wealth Management first reported a position in ZION in Q1 2014 and held it in 10 quarters. The position peaked at $6.11M in Q2 2019. 406 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

Calamos Wealth Management reported no remaining Zions Bancorporation position as of Q3 2020 after selling out during the quarter.
Calamos Wealth Management sold 8,713 Zions Bancorporation shares in Q3 2020, an estimated $296K.
Calamos Wealth Management first reported a position in Zions Bancorporation in Q1 2014 and held it in 10 quarters.
Calamos Wealth Management's Zions Bancorporation position peaked at $6.11M in Q2 2019.
406 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on Calamos Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.