CAAS
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Capital Asset Advisory Services’s Zions Bancorporation ZION Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-156
Closed -$7K – 1533
2020
Q4 		$7K Buy
+156
New +$5.77K ﹤0.01% 1201

Other funds holding ZION

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Asset Advisory Services's ZION Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Zions Bancorporation (ZION) in Q1 2021, closing a stake of 156 shares — an estimated $7K sold.

Capital Asset Advisory Services first reported a position in ZION in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 430 funds tracked by Wall St. Rank hold ZION as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Zions Bancorporation position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 156 Zions Bancorporation shares in Q1 2021, an estimated $7K.
  • Capital Asset Advisory Services first reported a position in Zions Bancorporation in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Zions Bancorporation position peaked at $7K in Q4 2020.
  • 430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.