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Cary Street Partners Investment Advisory’s Zions Bancorporation ZION Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-30
Closed -$1.05K – 1823
2023
Q3 		$1.05K Buy
+30
New +$1.05K ﹤0.01% 1730
2023
Q2 		– Sell
-28
Closed -$838 – 1801
2023
Q1 		$838 Hold
28
– – ﹤0.01% 1584
2022
Q4 		$1.38K Buy
+28
New +$1.4K ﹤0.01% 1551

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cary Street Partners Investment Advisory's ZION Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Zions Bancorporation (ZION) in Q4 2023, closing a stake of 30 shares — an estimated $1.05K sold.

Cary Street Partners Investment Advisory first reported a position in ZION in Q4 2022 and held it in 3 quarters. The position peaked at $1.38K in Q4 2022. 470 funds tracked by Wall St. Rank hold ZION as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Zions Bancorporation position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 30 Zions Bancorporation shares in Q4 2023, an estimated $1.05K.
  • Cary Street Partners Investment Advisory first reported a position in Zions Bancorporation in Q4 2022 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Zions Bancorporation position peaked at $1.38K in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.