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Curi Wealth Management’s Zions Bancorporation ZION Stock Holding History

Curi 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
Q3 		– Sell
-29
Closed -$1K – 721
2022
Q2 		$1K Hold
29
– – ﹤0.01% 607
2022
Q1 		$1K Hold
29
– – ﹤0.01% 502
2021
Q4 		$1K Buy
+29
New +$1.85K ﹤0.01% 470
2021
Q1 		– Sell
-29
Closed -$1K – 513
2020
Q4 		$1K Buy
+29
New +$1.07K ﹤0.01% 378

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Curi Wealth Management's ZION Position: Q3 2022 in Review

Curi Wealth Management sold out of Zions Bancorporation (ZION) in Q3 2022, closing a stake of 29 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in ZION in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 490 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

  • Curi Wealth Management reported no remaining Zions Bancorporation position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 29 Zions Bancorporation shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Zions Bancorporation in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Zions Bancorporation position peaked at $1K in Q2 2022.
  • 490 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.