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	–	1035
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Colonial Trust Advisors's ZION Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 24 shares — an estimated $1.04K sold.

Colonial Trust Advisors first reported a position in ZION in Q4 2022 and held it in 6 quarters. The position peaked at $1.97K in Q4 2023. 431 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

Colonial Trust Advisors reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 24 Zions Bancorporation shares in Q2 2024, an estimated $1.04K.
Colonial Trust Advisors first reported a position in Zions Bancorporation in Q4 2022 and held it in 6 quarters.
Colonial Trust Advisors's Zions Bancorporation position peaked at $1.97K in Q4 2023.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.