Concord Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Concord Wealth Partners’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	-150	Closed	-$6.51K	–	919
2024 Q1	$6.51K	Buy	+150	New	+$6.19K	﹤0.01%	620
2023 Q4	–	Sell	-150	Closed	-$5.23K	–	1038
2023 Q3	$5.23K	Hold	150	–	–	﹤0.01%	708
2023 Q2	$4.03K	Hold	150	–	–	﹤0.01%	746
2023 Q1	$4.49K	Buy	150 +116	+341%	+$5.31K	﹤0.01%	687
2022 Q4	$1.67K	Buy	+34	New	+$1.7K	﹤0.01%	980
2022 Q3	–	Sell	-243	Closed	-$12K	–	1205
2022 Q2	$12K	Sell	243 -64	-21%	-$3.64K	﹤0.01%	661
2022 Q1	$20K	Sell	307 -3	-1%	-$205	0.01%	636
2021 Q4	$20K	Buy	310 +221	+248%	+$14.1K	﹤0.01%	650
2021 Q3	$6K	Hold	89	–	–	﹤0.01%	566
2021 Q2	$5K	Buy	89 +34	+62%	+$1.9K	﹤0.01%	748
2021 Q1	$3K	Buy	+55	New	+$2.83K	﹤0.01%	785

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

Concord Wealth Partners's ZION Position: Q2 2024 in Review

Concord Wealth Partners sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 150 shares — an estimated $6.51K sold.

Concord Wealth Partners first reported a position in ZION in Q1 2021 and held it in 11 quarters. The position peaked at $20K in Q1 2022. 431 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

Concord Wealth Partners reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 150 Zions Bancorporation shares in Q2 2024, an estimated $6.51K.
Concord Wealth Partners first reported a position in Zions Bancorporation in Q1 2021 and held it in 11 quarters.
Concord Wealth Partners's Zions Bancorporation position peaked at $20K in Q1 2022.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.