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CXI Advisors’s Zions Bancorporation ZION Stock Holding History

CXI Advisors’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
2019
Q4 		$15K Buy
+281
New +$13.6K 0.03% 85

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CXI Advisors's ZION Position: Q4 2019 in Review

CXI Advisors opened a new position in Zions Bancorporation (ZION) in Q4 2019: 281 shares worth $15K. The stake represents 0.03% of the portfolio and ranks #85 among its holdings.

475 funds tracked by Wall St. Rank hold ZION as of Q4 2019.

  • CXI Advisors held 281 shares of Zions Bancorporation worth $15K as of Q4 2019.
  • Zions Bancorporation was a new CXI Advisors position in Q4 2019.
  • Zions Bancorporation made up 0.03% of CXI Advisors's portfolio in Q4 2019, its #85 holding.
  • 475 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.