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Cypress Point Wealth Management’s Zions Bancorporation ZION Stock Holding History

Cypress Point 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
2021
Q1 		– Sell
-4,825
Closed -$210K – 198
2020
Q4 		$210K Buy
+4,825
New +$178K 0.32% 86

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cypress Point Wealth Management's ZION Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Zions Bancorporation (ZION) in Q1 2021, closing a stake of 4,825 shares — an estimated $210K sold.

Cypress Point Wealth Management first reported a position in ZION in Q4 2020 and held it in 1 quarter. The position peaked at $210K in Q4 2020. 430 funds tracked by Wall St. Rank hold ZION as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Zions Bancorporation position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 4,825 Zions Bancorporation shares in Q1 2021, an estimated $210K.
  • Cypress Point Wealth Management first reported a position in Zions Bancorporation in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Zions Bancorporation position peaked at $210K in Q4 2020.
  • 430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.