FA
ZION icon

Fiduciary Alliance’s Zions Bancorporation ZION Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-741
Closed -$19.9K – 976
2023
Q2 		$19.9K Buy
+741
New +$20.6K ﹤0.01% 454
2023
Q1 		– Sell
-741
Closed -$36.4K – 892
2022
Q4 		$36.4K Buy
+741
New +$37.1K 0.01% 252

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Fiduciary Alliance's ZION Position: Q3 2023 in Review

Fiduciary Alliance sold out of Zions Bancorporation (ZION) in Q3 2023, closing a stake of 741 shares — an estimated $19.9K sold.

Fiduciary Alliance first reported a position in ZION in Q4 2022 and held it in 2 quarters. The position peaked at $36.4K in Q4 2022. 428 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

  • Fiduciary Alliance reported no remaining Zions Bancorporation position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 741 Zions Bancorporation shares in Q3 2023, an estimated $19.9K.
  • Fiduciary Alliance first reported a position in Zions Bancorporation in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Zions Bancorporation position peaked at $36.4K in Q4 2022.
  • 428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.