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Colonial Trust Advisors’s Zions Bancorporation ZION Stock Holding History

Colonial Trust 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
Q2 		– Sell
-24
Closed -$1.04K – 1037
2024
Q1 		$1.04K Sell
24
-21
-47% -$866 ﹤0.01% 855
2023
Q4 		$1.97K Hold
45
– – ﹤0.01% 714
2023
Q3 		$1.57K Hold
45
– – ﹤0.01% 741
2023
Q2 		$1.21K Buy
45
+9
+25% +$250 ﹤0.01% 784
2023
Q1 		$1.08K Sell
36
-3
-8% -$137 ﹤0.01% 788
2022
Q4 		$1.92K Buy
+39
New +$1.95K ﹤0.01% 729

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return