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Fieldpoint Private Securities’s Zions Bancorporation ZION Stock Holding History

Fieldpoint Private Securities’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
2022
Q2 		$1K Sell
20
-1,475
-99% -$83.8K ﹤0.01% 1448
2022
Q1 		$98K Sell
1,495
-92
-6% -$6.29K 0.02% 439
2021
Q4 		$100K Sell
1,587
-589
-27% -$37.6K 0.02% 444
2021
Q3 		$135K Sell
2,176
-508
-19% -$27.9K 0.03% 369
2021
Q2 		$148K Buy
2,684
+2,664
+13,320% +$149K 0.03% 351
2021
Q1 		$1K Hold
20
– – ﹤0.01% 1541
2020
Q4 		$1K Buy
+20
New +$740 ﹤0.01% 1469

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fieldpoint Private Securities's ZION Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Zions Bancorporation (ZION) stake by 99% in Q2 2022, selling an estimated $83.8K and leaving 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Fieldpoint Private Securities first reported a position in ZION in Q4 2020 and has held it in 7 quarters since. The position peaked at $148K in Q2 2021. 489 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

  • Fieldpoint Private Securities held 20 shares of Zions Bancorporation worth $1K as of Q2 2022.
  • Fieldpoint Private Securities sold 1,475 Zions Bancorporation shares in Q2 2022, an estimated $83.8K.
  • Zions Bancorporation made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1448 holding.
  • Fieldpoint Private Securities first reported a position in Zions Bancorporation in Q4 2020 and has held it in 7 quarters since.
  • Fieldpoint Private Securities's Zions Bancorporation position peaked at $148K in Q2 2021.
  • 489 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.