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Cape Investment Advisory’s Zions Bancorporation ZION Stock Holding History

Cape Investment Advisory’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
2024
Q4 		– Sell
-50
Closed -$2.36K – 1164
2024
Q3 		$2.36K Hold
50
– – ﹤0.01% 803
2024
Q2 		$2.17K Hold
50
– – ﹤0.01% 778
2024
Q1 		$2.17K Hold
50
– – ﹤0.01% 758
2023
Q4 		$2.19K Hold
50
– – ﹤0.01% 911
2023
Q3 		$1.75K Hold
50
– – ﹤0.01% 798
2023
Q2 		$1.34K Hold
50
– – ﹤0.01% 808
2023
Q1 		$1.5K Buy
+50
New +$2.29K ﹤0.01% 843

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's ZION Position: Q4 2024 in Review

Cape Investment Advisory sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 50 shares — an estimated $2.36K sold.

Cape Investment Advisory first reported a position in ZION in Q1 2023 and held it in 7 quarters. The position peaked at $2.36K in Q3 2024. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Cape Investment Advisory reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 50 Zions Bancorporation shares in Q4 2024, an estimated $2.36K.
  • Cape Investment Advisory first reported a position in Zions Bancorporation in Q1 2023 and held it in 7 quarters.
  • Cape Investment Advisory's Zions Bancorporation position peaked at $2.36K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Cape Investment Advisory's 13F filing for Q4 2024, filed 5 Feb 2025.