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	–	284
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	–	186
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolina Wealth Advisors's ZION Position: Q3 2022 in Review

Carolina Wealth Advisors sold out of Zions Bancorporation (ZION) in Q3 2022, closing a stake of 5,134 shares — an estimated $261K sold.

Carolina Wealth Advisors first reported a position in ZION in Q4 2019 and held it in 8 quarters. The position peaked at $280K in Q1 2022. 490 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

Carolina Wealth Advisors reported no remaining Zions Bancorporation position as of Q3 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 5,134 Zions Bancorporation shares in Q3 2022, an estimated $261K.
Carolina Wealth Advisors first reported a position in Zions Bancorporation in Q4 2019 and held it in 8 quarters.
Carolina Wealth Advisors's Zions Bancorporation position peaked at $280K in Q1 2022.
490 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on Carolina Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.