Envestnet Portfolio Solutions
ZION icon

Envestnet Portfolio Solutions’s Zions Bancorporation ZION Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q4 		– Sell
-11,022
Closed -$520K – 1808
2024
Q3 		$520K Buy
11,022
+61
+0.6% +$2.89K ﹤0.01% 1185
2024
Q2 		$475K Buy
10,961
+372
+4% +$15.7K ﹤0.01% 1165
2024
Q1 		$460K Buy
10,589
+1,680
+19% +$69.3K ﹤0.01% 1160
2023
Q4 		$391K Sell
8,909
-1,541
-15% -$55.7K ﹤0.01% 1158
2023
Q3 		$365K Buy
+10,450
New +$364K ﹤0.01% 1129

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Portfolio Solutions's ZION Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 11,022 shares — an estimated $520K sold.

Envestnet Portfolio Solutions first reported a position in ZION in Q3 2023 and held it in 5 quarters. The position peaked at $520K in Q3 2024. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 11,022 Zions Bancorporation shares in Q4 2024, an estimated $520K.
  • Envestnet Portfolio Solutions first reported a position in Zions Bancorporation in Q3 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Zions Bancorporation position peaked at $520K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.