CW
ZIONL

Connectus Wealth’s Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 ZIONL Stock Holding History

Connectus Wealth’s Portfolio ZIONL Stock Details ZIONL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-63,700
Closed -$1.62M – 529
2022
Q3 		$1.62M Buy
+63,700
New +$1.66M 0.03% 275

Connectus Wealth's ZIONL Position: Q4 2022 in Review

Connectus Wealth sold out of Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 (ZIONL) in Q4 2022, closing a stake of 63,700 shares — an estimated $1.62M sold.

Connectus Wealth first reported a position in ZIONL in Q3 2022 and held it in 1 quarter. The position peaked at $1.62M in Q3 2022. 0 funds tracked by Wall St. Rank hold ZIONL as of Q4 2022.

  • Connectus Wealth reported no remaining Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 position as of Q4 2022 after selling out during the quarter.
  • Connectus Wealth sold 63,700 Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 shares in Q4 2022, an estimated $1.62M.
  • Connectus Wealth first reported a position in Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 in Q3 2022 and held it in 1 quarter.
  • Connectus Wealth's Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 position peaked at $1.62M in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.