Carroll Financial Associates’s Zions Bancorporation ZION Stock Holding History

Carroll Financial Associates’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 Q4	$12K	Sell	200 -5	-2%	-$319	﹤0.01%	1121
2021 Q3	$12K	Hold	205	–	–	﹤0.01%	1153
2021 Q2	$10K	Buy	205 +5	+3%	+$280	﹤0.01%	1303
2021 Q1	$10K	Hold	200	–	–	﹤0.01%	1225
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	1176
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	1206
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	1171
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	1147
2019 Q4	$10K	Hold	200	–	–	﹤0.01%	1074
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	1089
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	1056
2019 Q1	$9K	Hold	200	–	–	﹤0.01%	980
2018 Q4	$8K	Buy	+200	New	+$9.32K	﹤0.01%	930

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carroll Financial Associates's ZION Position: Q4 2021 in Review

Carroll Financial Associates reduced its Zions Bancorporation (ZION) stake by 2.4% in Q4 2021, selling an estimated $319 and leaving 200 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Carroll Financial Associates first reported a position in ZION in Q4 2018 and has held it in 13 quarters since. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

Carroll Financial Associates held 200 shares of Zions Bancorporation worth $12K as of Q4 2021.
Carroll Financial Associates sold 5 Zions Bancorporation shares in Q4 2021, an estimated $319.
Zions Bancorporation made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1121 holding.
Carroll Financial Associates first reported a position in Zions Bancorporation in Q4 2018 and has held it in 13 quarters since.
473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.