CWM
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CIBC World Markets’s Zions Bancorporation ZION Stock Holding History

CIBC World Markets’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 		– Sell
-30,233
Closed -$1.33M – 836
2023
Q4 		$1.33M Buy
30,233
+6,440
+27% +$233K 0.01% 581
2023
Q3 		$830K Sell
23,793
-6,405
-21% -$223K 0.01% 509
2023
Q2 		$811K Buy
30,198
+10,544
+54% +$292K 0.01% 561
2023
Q1 		$588K Sell
19,654
-29,765
-60% -$1.36M 0.01% 568
2022
Q4 		$2.43M Buy
49,419
+24,570
+99% +$1.23M 0.02% 452
2022
Q3 		$1.26M Sell
24,849
-9,234
-27% -$505K 0.02% 333
2022
Q2 		$1.74M Sell
34,083
-1,490
-4% -$84.7K 0.02% 430
2022
Q1 		$2.33M Buy
+35,573
New +$2.43M 0.02% 385
2021
Q3 		– Sell
-93,977
Closed -$4.97M – 634
2021
Q2 		$4.97M Buy
93,977
+46,899
+100% +$2.63M 0.03% 263
2021
Q1 		$2.59M Sell
47,078
-18,836
-29% -$970K 0.02% 406
2020
Q4 		$2.86M Buy
65,914
+8,307
+14% +$307K 0.01% 488
2020
Q3 		$1.68M Buy
57,607
+5,644
+11% +$182K 0.02% 454
2020
Q2 		$1.77M Buy
51,963
+4,715
+10% +$149K 0.02% 420
2020
Q1 		$1.26M Buy
47,248
+27,085
+134% +$1.12M 0.02% 414
2019
Q4 		$1.05M Sell
20,163
-3,248
-14% -$158K 0.01% 691
2019
Q3 		$1.04M Sell
23,411
-16,281
-41% -$704K 0.01% 605
2019
Q2 		$1.82M Buy
39,692
+13,407
+51% +$620K 0.01% 591
2019
Q1 		$1.19M Sell
26,285
-548
-2% -$26.1K 0.01% 577
2018
Q4 		$1.09M Buy
26,833
+1,213
+5% +$56.5K 0.01% 546
2018
Q3 		$1.28M Sell
25,620
-2,224
-8% -$117K 0.01% 588
2018
Q2 		$1.47M Buy
27,844
+2,370
+9% +$131K 0.01% 621
2018
Q1 		$1.34M Sell
25,474
-14,949
-37% -$805K 0.01% 578
2017
Q4 		$2.06M Buy
40,423
+10,968
+37% +$525K 0.01% 538
2017
Q3 		$1.39M Buy
29,455
+820
+3% +$36.5K 0.01% 530
2017
Q2 		$1.26M Buy
28,635
+7,480
+35% +$308K 0.01% 561
2017
Q1 		$889K Buy
21,155
+7,181
+51% +$312K 0.01% 545
2016
Q4 		$601K Buy
+13,974
New +$515K 0.01% 510

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

CIBC World Markets's ZION Position: Q1 2024 in Review

CIBC World Markets sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 30,233 shares — an estimated $1.33M sold.

CIBC World Markets first reported a position in ZION in Q4 2016 and held it in 27 quarters. The position peaked at $4.97M in Q2 2021. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • CIBC World Markets reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • CIBC World Markets sold 30,233 Zions Bancorporation shares in Q1 2024, an estimated $1.33M.
  • CIBC World Markets first reported a position in Zions Bancorporation in Q4 2016 and held it in 27 quarters.
  • CIBC World Markets's Zions Bancorporation position peaked at $4.97M in Q2 2021.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on CIBC World Markets's 13F filing for Q1 2024, filed 13 May 2024.