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Cornerstone Advisors (Washington)’s Zions Bancorporation ZION Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$34K Sell
1,176
-165
-12% -$5.32K ﹤0.01% 317
2020
Q2 		$46K Buy
1,341
+104
+8% +$3.29K 0.01% 270
2020
Q1 		$33K Buy
1,237
+274
+28% +$11.3K ﹤0.01% 276
2019
Q4 		$50K Buy
963
+45
+5% +$2.18K 0.01% 235
2019
Q3 		$41K Buy
918
+198
+28% +$8.56K 0.01% 248
2019
Q2 		$33K Buy
720
+35
+5% +$1.62K ﹤0.01% 514
2019
Q1 		$31K Buy
685
+90
+15% +$4.29K ﹤0.01% 505
2018
Q4 		$24K Buy
595
+8
+1% +$373 ﹤0.01% 474
2018
Q3 		$29K Hold
587
– – 0.02% 459
2018
Q2 		$31K Buy
587
+259
+79% +$14.3K 0.02% 416
2018
Q1 		$17K Sell
328
-9
-3% -$484 0.01% 530
2017
Q4 		$17K Hold
337
– – 0.01% 514
2017
Q3 		$16K Hold
337
– – 0.01% 525
2017
Q2 		$15K Hold
337
– – 0.01% 537
2017
Q1 		$14K Sell
337
-21
-6% -$912 0.01% 545
2016
Q4 		$15K Buy
358
+94
+36% +$3.46K 0.01% 549
2016
Q3 		$8K Hold
264
– – 0.01% 614
2016
Q2 		$7K Hold
264
– – 0.01% 505
2016
Q1 		$6K Buy
+264
New +$6.07K 0.01% 541

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cornerstone Advisors (Washington)'s ZION Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Zions Bancorporation (ZION) stake by 12% in Q3 2020, selling an estimated $5.32K and leaving 1,176 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Cornerstone Advisors (Washington) first reported a position in ZION in Q1 2016 and has held it in 19 quarters since. The position peaked at $50K in Q4 2019. 406 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

  • Cornerstone Advisors (Washington) held 1,176 shares of Zions Bancorporation worth $34K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 165 Zions Bancorporation shares in Q3 2020, an estimated $5.32K.
  • Zions Bancorporation made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #317 holding.
  • Cornerstone Advisors (Washington) first reported a position in Zions Bancorporation in Q1 2016 and has held it in 19 quarters since.
  • Cornerstone Advisors (Washington)'s Zions Bancorporation position peaked at $50K in Q4 2019.
  • 406 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.