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Capital Performance Advisors’s Zions Bancorporation ZION Stock Holding History

Capital Performance Advisors’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
-169
Closed -$7.98K – 2766
2024
Q3 		$7.98K Buy
+169
New +$8K ﹤0.01% 926

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

Capital Performance Advisors's ZION Position: Q4 2024 in Review

Capital Performance Advisors sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 169 shares — an estimated $7.98K sold.

Capital Performance Advisors first reported a position in ZION in Q3 2024 and held it in 1 quarter. The position peaked at $7.98K in Q3 2024. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Capital Performance Advisors reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 169 Zions Bancorporation shares in Q4 2024, an estimated $7.98K.
  • Capital Performance Advisors first reported a position in Zions Bancorporation in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Zions Bancorporation position peaked at $7.98K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.