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CFM Wealth Partners’s Zions Bancorporation ZION Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-280
Closed -$9K – 468
2020
Q2 		$9K Sell
280
-1,820
-87% -$57.6K ﹤0.01% 407
2020
Q1 		$56K Sell
2,100
-395
-16% -$16.3K 0.03% 260
2019
Q4 		$127K Buy
+2,495
New +$121K 0.05% 182

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

CFM Wealth Partners's ZION Position: Q3 2020 in Review

CFM Wealth Partners sold out of Zions Bancorporation (ZION) in Q3 2020, closing a stake of 280 shares — an estimated $9K sold.

CFM Wealth Partners first reported a position in ZION in Q4 2019 and held it in 3 quarters. The position peaked at $127K in Q4 2019. 406 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

  • CFM Wealth Partners reported no remaining Zions Bancorporation position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 280 Zions Bancorporation shares in Q3 2020, an estimated $9K.
  • CFM Wealth Partners first reported a position in Zions Bancorporation in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Zions Bancorporation position peaked at $127K in Q4 2019.
  • 406 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.