DWMG
ZION icon

DB Wealth Management Group’s Zions Bancorporation ZION Stock Holding History

DB Wealth 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
2021
Q4 		– Sell
-34
Closed -$2K – 369
2021
Q3 		$2K Hold
34
– – ﹤0.01% 332
2021
Q2 		$2K Hold
34
– – ﹤0.01% 331
2021
Q1 		$2K Hold
34
– – ﹤0.01% 350
2020
Q4 		$1K Buy
+34
New +$1.26K ﹤0.01% 353

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DB Wealth Management Group's ZION Position: Q4 2021 in Review

DB Wealth Management Group sold out of Zions Bancorporation (ZION) in Q4 2021, closing a stake of 34 shares — an estimated $2K sold.

DB Wealth Management Group first reported a position in ZION in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

  • DB Wealth Management Group reported no remaining Zions Bancorporation position as of Q4 2021 after selling out during the quarter.
  • DB Wealth Management Group sold 34 Zions Bancorporation shares in Q4 2021, an estimated $2K.
  • DB Wealth Management Group first reported a position in Zions Bancorporation in Q4 2020 and held it in 4 quarters.
  • DB Wealth Management Group's Zions Bancorporation position peaked at $2K in Q3 2021.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on DB Wealth Management Group's 13F filing for Q4 2021, filed 9 Feb 2022.