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Csenge Advisory Group’s Zions Bancorporation ZION Stock Holding History

Csenge Advisory Group’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
Q4 		– Sell
-6,310
Closed -$321K – 676
2022
Q3 		$321K Sell
6,310
-53
-0.8% -$2.9K 0.03% 445
2022
Q2 		$324K Sell
6,363
-1,546
-20% -$87.9K 0.03% 433
2022
Q1 		$519K Buy
+7,909
New +$541K 0.04% 372
2018
Q4 		– Sell
-71
Closed -$3K – 1538
2018
Q3 		$3K Buy
+71
New +$3.75K ﹤0.01% 715

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Csenge Advisory Group's ZION Position: Q4 2022 in Review

Csenge Advisory Group sold out of Zions Bancorporation (ZION) in Q4 2022, closing a stake of 6,310 shares — an estimated $321K sold.

Csenge Advisory Group first reported a position in ZION in Q3 2018 and held it in 4 quarters. The position peaked at $519K in Q1 2022. 493 funds tracked by Wall St. Rank hold ZION as of Q4 2022.

  • Csenge Advisory Group reported no remaining Zions Bancorporation position as of Q4 2022 after selling out during the quarter.
  • Csenge Advisory Group sold 6,310 Zions Bancorporation shares in Q4 2022, an estimated $321K.
  • Csenge Advisory Group first reported a position in Zions Bancorporation in Q3 2018 and held it in 4 quarters.
  • Csenge Advisory Group's Zions Bancorporation position peaked at $519K in Q1 2022.
  • 493 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2022.

Based on Csenge Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.