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	–	375
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 $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 $3.38T AUM 44.17% 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

D'Orazio & Associates's ZION Position: Q2 2020 in Review

D'Orazio & Associates sold out of Zions Bancorporation (ZION) in Q2 2020, closing a stake of 300 shares — an estimated $8K sold.

D'Orazio & Associates first reported a position in ZION in Q2 2017 and held it in 12 quarters. The position peaked at $42K in Q2 2018. 410 funds tracked by Wall St. Rank hold ZION as of Q2 2020.

D'Orazio & Associates reported no remaining Zions Bancorporation position as of Q2 2020 after selling out during the quarter.
D'Orazio & Associates sold 300 Zions Bancorporation shares in Q2 2020, an estimated $8K.
D'Orazio & Associates first reported a position in Zions Bancorporation in Q2 2017 and held it in 12 quarters.
D'Orazio & Associates's Zions Bancorporation position peaked at $42K in Q2 2018.
410 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2020.

Based on D'Orazio & Associates's 13F filing for Q2 2020, filed 22 Jul 2020.