CA
ZION icon

Cetera Advisors’s Zions Bancorporation ZION Stock Holding History

Cetera 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
2024
Q1 		$878K Buy
+20,229
New +$834K 0.01% 1222
2022
Q2 		– Sell
-3,375
Closed -$221K – 1492
2022
Q1 		$221K Buy
+3,375
New +$231K ﹤0.01% 1265

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 Advisors's ZION Position: Q1 2024 in Review

Cetera Advisors opened a new position in Zions Bancorporation (ZION) in Q1 2024: 20,229 shares worth $878K. The stake represents 0.01% of the portfolio and ranks #1222 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in ZION as recently as Q1 2022.

Cetera Advisors first reported a position in ZION in Q1 2022 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Cetera Advisors held 20,229 shares of Zions Bancorporation worth $878K as of Q1 2024.
  • Zions Bancorporation was a new Cetera Advisors position in Q1 2024.
  • Zions Bancorporation made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1222 holding.
  • Cetera Advisors first reported a position in Zions Bancorporation in Q1 2022 and has held it in 2 quarters since.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

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