DWM
ZION icon

Doyle Wealth Management’s Zions Bancorporation ZION Stock Holding History

Doyle 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
2019
Q3 		– Sell
-827
Closed -$38K – 794
2019
Q2 		$38K Buy
+827
New +$38.3K 0.01% 414
2019
Q1 		– Sell
-817
Closed -$33K – 785
2018
Q4 		$33K Buy
+817
New +$38.1K 0.01% 437

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Doyle Wealth Management's ZION Position: Q3 2019 in Review

Doyle Wealth Management sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 827 shares — an estimated $38K sold.

Doyle Wealth Management first reported a position in ZION in Q4 2018 and held it in 2 quarters. The position peaked at $38K in Q2 2019. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

  • Doyle Wealth Management reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 827 Zions Bancorporation shares in Q3 2019, an estimated $38K.
  • Doyle Wealth Management first reported a position in Zions Bancorporation in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Zions Bancorporation position peaked at $38K in Q2 2019.
  • 442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.