Claris Advisors’s Zions Bancorporation ZION Stock Holding History

Claris 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 Q4	–	Sell	-9	Closed	-$425	–	1206
2024 Q3	$425	Buy	+9	New	+$426	﹤0.01%	713

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Claris Advisors's ZION Position: Q4 2024 in Review

Claris Advisors sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 9 shares — an estimated $425 sold.

Claris Advisors first reported a position in ZION in Q3 2024 and held it in 1 quarter. The position peaked at $425 in Q3 2024. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

Claris Advisors reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 9 Zions Bancorporation shares in Q4 2024, an estimated $425.
Claris Advisors first reported a position in Zions Bancorporation in Q3 2024 and held it in 1 quarter.
Claris Advisors's Zions Bancorporation position peaked at $425 in Q3 2024.
473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.