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Cassady Schiller Wealth Management’s Zions Bancorporation ZION Stock Holding History

Cassady Schiller Wealth Management’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
Q1 		– Sell
-3
Closed – – 629
2021
Q4 		$0 Buy
+3
New +$192 ﹤0.01% 656

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cassady Schiller Wealth Management's ZION Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Zions Bancorporation (ZION) in Q1 2022, closing a stake of 3 shares.

Cassady Schiller Wealth Management first reported a position in ZION in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 512 funds tracked by Wall St. Rank hold ZION as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Zions Bancorporation position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 3 Zions Bancorporation shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in Zions Bancorporation in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Zions Bancorporation position peaked at $0 in Q4 2021.
  • 512 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.