D'Orazio & Associates’s Zions Bancorporation ZION Stock Holding History

D'Orazio & Associates’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 Q2	–	Sell	-300	Closed	-$8K	–	376
2020 Q1	$8K	Hold	300	–	–	﹤0.01%	242
2019 Q4	$16K	Hold	300	–	–	﹤0.01%	229
2019 Q3	$13K	Sell	300 -500	-63%	-$21.6K	﹤0.01%	235
2019 Q2	$37K	Hold	800	–	–	0.01%	161
2019 Q1	$36K	Hold	800	–	–	0.01%	165
2018 Q4	$33K	Hold	800	–	–	0.01%	153
2018 Q3	$40K	Hold	800	–	–	0.01%	146
2018 Q2	$42K	Hold	800	–	–	0.02%	134
2018 Q1	$42K	Hold	800	–	–	0.02%	130
2017 Q4	$41K	Buy	800 +300	+60%	+$14.4K	0.01%	137
2017 Q3	$24K	Sell	500 -300	-38%	-$13.3K	0.01%	154
2017 Q2	$35K	Buy	+800	New	+$32.9K	0.01%	148

Other funds holding ZION

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return