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Evolution Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Evolution 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
2021
Q4 		– Sell
-119
Closed -$7K – 645
2021
Q3 		$7K Hold
119
– – ﹤0.01% 465
2021
Q2 		$6K Hold
119
– – ﹤0.01% 490
2021
Q1 		$7K Hold
119
– – ﹤0.01% 490
2020
Q4 		$5K Hold
119
– – ﹤0.01% 459
2020
Q3 		$3K Hold
119
– – ﹤0.01% 521
2020
Q2 		$4K Buy
+119
New +$3.77K ﹤0.01% 411
2020
Q1 		– Sell
-48
Closed -$2K – 660
2019
Q4 		$2K Buy
+48
New +$2.33K ﹤0.01% 611

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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evolution Wealth Advisors's ZION Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Zions Bancorporation (ZION) in Q4 2021, closing a stake of 119 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in ZION in Q4 2019 and held it in 7 quarters. The position peaked at $7K in Q3 2021. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Zions Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 119 Zions Bancorporation shares in Q4 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in Zions Bancorporation in Q4 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Zions Bancorporation position peaked at $7K in Q3 2021.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.