CSat Investment Advisory’s Zions Bancorporation ZION Stock Holding History

CSat Investment Advisory’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
2021 Q1	$79K	Sell	1,436 -617	-30%	-$31.8K	0.07%	109
2020 Q4	$89K	Sell	2,053 -932	-31%	-$34.5K	0.08%	84
2020 Q3	$87K	Buy	2,985 +509	+21%	+$16.4K	0.01%	523
2020 Q2	$85K	Buy	2,476 +1,187	+92%	+$37.6K	0.01%	537
2020 Q1	$34K	Buy	1,289 +35	+3%	+$1.44K	0.01%	629
2019 Q4	$65K	Sell	1,254 -172	-12%	-$8.35K	0.02%	526
2019 Q3	$64K	Buy	1,426 +242	+20%	+$10.5K	0.02%	421
2019 Q2	$55K	Buy	1,184 +531	+81%	+$24.6K	0.02%	462
2019 Q1	$30K	Sell	653 -101	-13%	-$4.82K	0.02%	230
2018 Q4	$31K	Buy	754 +373	+98%	+$17.4K	0.02%	197
2018 Q3	$19K	Buy	381 +113	+42%	+$5.97K	0.01%	238
2018 Q2	$14K	Buy	+268	New	+$14.8K	0.01%	271

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSat Investment Advisory's ZION Position: Q1 2021 in Review

CSat Investment Advisory reduced its Zions Bancorporation (ZION) stake by 30% in Q1 2021, selling an estimated $31.8K and leaving 1,436 shares worth $79K. The position accounts for 0.07% of the portfolio, ranked #109.

CSat Investment Advisory first reported a position in ZION in Q2 2018 and has held it in 12 quarters since. The position peaked at $89K in Q4 2020. 431 funds tracked by Wall St. Rank hold ZION as of Q1 2021.

CSat Investment Advisory held 1,436 shares of Zions Bancorporation worth $79K as of Q1 2021.
CSat Investment Advisory sold 617 Zions Bancorporation shares in Q1 2021, an estimated $31.8K.
Zions Bancorporation made up 0.07% of CSat Investment Advisory's portfolio in Q1 2021, its #109 holding.
CSat Investment Advisory first reported a position in Zions Bancorporation in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Zions Bancorporation position peaked at $89K in Q4 2020.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.