Divergent Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Divergent Wealth 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
2020 Q3	–	Sell	-6,279	Closed	-$213K	–	42
2020 Q2	$213K	Buy	+6,279	New	+$199K	0.06%	34
2020 Q1	–	Sell	-8,792	Closed	-$456K	–	43
2019 Q4	$456K	Hold	8,792	–	–	0.13%	26
2019 Q3	$391K	Hold	8,792	–	–	0.12%	28
2019 Q2	$404K	Buy	8,792 +533	+6%	+$24.7K	0.13%	27
2019 Q1	$375K	Hold	8,259	–	–	0.12%	28
2018 Q4	$336K	Hold	8,259	–	–	0.12%	32
2018 Q3	$423K	Hold	8,259	–	–	0.15%	25
2018 Q2	$435K	Hold	8,259	–	–	0.16%	24
2018 Q1	$435K	Buy	8,259 +4,228	+105%	+$228K	0.16%	24
2017 Q4	$204K	Buy	+4,031	New	+$193K	0.09%	18

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Divergent Wealth Advisors's ZION Position: Q3 2020 in Review

Divergent Wealth Advisors sold out of Zions Bancorporation (ZION) in Q3 2020, closing a stake of 6,279 shares — an estimated $213K sold.

Divergent Wealth Advisors first reported a position in ZION in Q4 2017 and held it in 10 quarters. The position peaked at $456K in Q4 2019. 406 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

Divergent Wealth Advisors reported no remaining Zions Bancorporation position as of Q3 2020 after selling out during the quarter.
Divergent Wealth Advisors sold 6,279 Zions Bancorporation shares in Q3 2020, an estimated $213K.
Divergent Wealth Advisors first reported a position in Zions Bancorporation in Q4 2017 and held it in 10 quarters.
Divergent Wealth Advisors's Zions Bancorporation position peaked at $456K in Q4 2019.
406 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on Divergent Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.