CWA
ZION icon

Carolina Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Carolina Wealth 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
2022
Q3 		– Sell
-5,134
Closed -$261K – 317
2022
Q2 		$261K Buy
5,134
+860
+20% +$48.9K 0.17% 67
2022
Q1 		$280K Buy
4,274
+368
+9% +$25.2K 0.18% 59
2021
Q4 		$247K Buy
3,906
+885
+29% +$56.5K 0.14% 62
2021
Q3 		$187K Buy
3,021
+526
+21% +$28.9K 0.12% 66
2021
Q2 		$132K Buy
2,495
+551
+28% +$30.9K 0.09% 89
2021
Q1 		$107K Buy
+1,944
New +$100K 0.08% 81
2020
Q2 		– Sell
-10,330
Closed -$276K – 189
2020
Q1 		$276K Buy
10,330
+5,466
+112% +$225K 0.32% 45
2019
Q4 		$253K Buy
+4,864
New +$236K 0.24% 43

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return