CG
ZION icon

CFO4Life Group’s Zions Bancorporation ZION Stock Holding History

CFO4Life Group’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
2019
Q3 		– Sell
-13,407
Closed -$616K – 133
2019
Q2 		$616K Sell
13,407
-31
-0.2% -$1.43K 0.28% 54
2019
Q1 		$610K Sell
13,438
-266
-2% -$12.7K 0.29% 52
2018
Q4 		$558K Sell
13,704
-82
-0.6% -$3.82K 0.25% 60
2018
Q3 		$691K Buy
13,786
+672
+5% +$35.5K 0.31% 56
2018
Q2 		$691K Sell
13,114
-844
-6% -$46.6K 0.29% 50
2018
Q1 		$736K Sell
13,958
-566
-4% -$30.5K 0.62% 21
2017
Q4 		$738K Sell
14,524
-271
-2% -$13K 0.58% 23
2017
Q3 		$698K Sell
14,795
-102
-0.7% -$4.54K 0.56% 23
2017
Q2 		$654K Sell
14,897
-1,266
-8% -$52.1K 0.6% 25
2017
Q1 		$679K Buy
+16,163
New +$702K 0.62% 26

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CFO4Life Group's ZION Position: Q3 2019 in Review

CFO4Life Group sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 13,407 shares — an estimated $616K sold.

CFO4Life Group first reported a position in ZION in Q1 2017 and held it in 10 quarters. The position peaked at $738K in Q4 2017. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

  • CFO4Life Group reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
  • CFO4Life Group sold 13,407 Zions Bancorporation shares in Q3 2019, an estimated $616K.
  • CFO4Life Group first reported a position in Zions Bancorporation in Q1 2017 and held it in 10 quarters.
  • CFO4Life Group's Zions Bancorporation position peaked at $738K in Q4 2017.
  • 442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on CFO4Life Group's 13F filing for Q3 2019, filed 1 Nov 2019.