CWA Asset Management Group’s Zions Bancorporation ZION Stock Holding History

CWA Asset Management 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
2024 Q1	$848K	Buy	+19,545	New	+$806K	0.05%	251

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

CWA Asset Management Group's ZION Position: Q1 2024 in Review

CWA Asset Management Group opened a new position in Zions Bancorporation (ZION) in Q1 2024: 19,545 shares worth $848K. The stake represents 0.05% of the portfolio and ranks #251 among its holdings.

460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

CWA Asset Management Group held 19,545 shares of Zions Bancorporation worth $848K as of Q1 2024.
Zions Bancorporation was a new CWA Asset Management Group position in Q1 2024.
Zions Bancorporation made up 0.05% of CWA Asset Management Group's portfolio in Q1 2024, its #251 holding.
460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on CWA Asset Management Group's 13F filing for Q1 2024, filed 13 May 2024.