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Cranbrook Wealth Management’s Zions Bancorporation ZION Stock Holding History

Cranbrook Wealth Management’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
2022
Q1 		– Sell
-125
Closed -$8K – 373
2021
Q4 		$8K Hold
125
– – ﹤0.01% 299
2021
Q3 		$8K Buy
+125
New +$6.87K ﹤0.01% 308

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cranbrook Wealth Management's ZION Position: Q1 2022 in Review

Cranbrook Wealth Management sold out of Zions Bancorporation (ZION) in Q1 2022, closing a stake of 125 shares — an estimated $8K sold.

Cranbrook Wealth Management first reported a position in ZION in Q3 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 513 funds tracked by Wall St. Rank hold ZION as of Q1 2022.

  • Cranbrook Wealth Management reported no remaining Zions Bancorporation position as of Q1 2022 after selling out during the quarter.
  • Cranbrook Wealth Management sold 125 Zions Bancorporation shares in Q1 2022, an estimated $8K.
  • Cranbrook Wealth Management first reported a position in Zions Bancorporation in Q3 2021 and held it in 2 quarters.
  • Cranbrook Wealth Management's Zions Bancorporation position peaked at $8K in Q4 2021.
  • 513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2022.

Based on Cranbrook Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.