CAN
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Cetera Advisor Networks’s Zions Bancorporation ZION Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$567K Sell
13,074
-10,827
-45% -$447K ﹤0.01% 1847
2023
Q4 		$1.05M Buy
23,901
+4,974
+26% +$180K 0.01% 1348
2023
Q3 		$660K Sell
18,927
-43,633
-70% -$1.52M ﹤0.01% 1571
2023
Q2 		$1.68M Buy
62,560
+51,648
+473% +$1.43M 0.01% 944
2023
Q1 		$327K Buy
+10,912
New +$499K ﹤0.01% 1999
2022
Q2 		– Sell
-3,359
Closed -$220K – 2220
2022
Q1 		$220K Buy
3,359
+97
+3% +$6.64K ﹤0.01% 1823
2021
Q4 		$206K Buy
+3,262
New +$208K ﹤0.01% 1859
2021
Q1 		– Sell
-6,643
Closed -$289K – 1562
2020
Q4 		$289K Sell
6,643
-1,077
-14% -$39.8K 0.01% 1066
2020
Q3 		$226K Buy
7,720
+251
+3% +$8.09K 0.01% 1087
2020
Q2 		$254K Buy
+7,469
New +$236K 0.01% 987
2019
Q2 		– Sell
-16,735
Closed -$762K – 1249
2019
Q1 		$762K Buy
16,735
+63
+0.4% +$3.01K 0.02% 527
2018
Q4 		$679K Sell
16,672
-668
-4% -$31.1K 0.03% 488
2018
Q3 		$870K Buy
+17,340
New +$916K 0.03% 450
2018
Q2 		– Sell
-15,622
Closed -$822K – 1001
2018
Q1 		$822K Buy
15,622
+100
+0.6% +$5.38K 0.04% 375
2017
Q4 		$788K Sell
15,522
-1,075
-6% -$51.5K 0.03% 435
2017
Q3 		$784K Buy
16,597
+1,423
+9% +$63.3K 0.04% 402
2017
Q2 		$666K Hold
15,174
– – 0.03% 435
2017
Q1 		$637K Buy
15,174
+2,000
+15% +$86.9K 0.03% 438
2016
Q4 		$566K Buy
13,174
+100
+0.8% +$3.68K 0.03% 438
2016
Q3 		$406K Hold
13,074
– – 0.02% 648
2016
Q2 		$329K Hold
13,074
– – 0.02% 596
2016
Q1 		$316K Hold
13,074
– – 0.02% 594
2015
Q4 		$357K Hold
13,074
– – 0.02% 536
2015
Q3 		$360K Buy
+13,074
New +$388K 0.02% 520

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Cetera Advisor Networks's ZION Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Zions Bancorporation (ZION) stake by 45% in Q1 2024, selling an estimated $447K and leaving 13,074 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Cetera Advisor Networks first reported a position in ZION in Q3 2015 and has held it in 24 quarters since. The position peaked at $1.68M in Q2 2023. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Cetera Advisor Networks held 13,074 shares of Zions Bancorporation worth $567K as of Q1 2024.
  • Cetera Advisor Networks sold 10,827 Zions Bancorporation shares in Q1 2024, an estimated $447K.
  • Zions Bancorporation made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1847 holding.
  • Cetera Advisor Networks first reported a position in Zions Bancorporation in Q3 2015 and has held it in 24 quarters since.
  • Cetera Advisor Networks's Zions Bancorporation position peaked at $1.68M in Q2 2023.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.