Financial Gravity Asset Management’s Zions Bancorporation ZION Stock Holding History

Financial Gravity Asset 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
2021 Q3	–	Sell	-1	Closed	-$53K	–	1020
2021 Q2	$53K	Buy	+1	New	+$56	0.02%	549
2019 Q4	–	Sell	-2	Closed	–	–	1725
2019 Q3	$0	Sell	2 -17	-89%	-$735	﹤0.01%	1589
2019 Q2	$1K	Sell	19 -36	-65%	-$1.67K	﹤0.01%	1154
2019 Q1	$3K	Buy	+55	New	+$2.62K	﹤0.01%	884
2018 Q3	$15K	Buy	322 +6	+2%	+$317	0.02%	516
2018 Q2	$17K	Buy	316 +276	+690%	+$15.2K	0.02%	496
2018 Q1	$2K	Buy	+40	New	+$2.15K	﹤0.01%	1016

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Financial Gravity Asset Management's ZION Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of Zions Bancorporation (ZION) in Q3 2021, closing a stake of 1 share — an estimated $53K sold.

Financial Gravity Asset Management first reported a position in ZION in Q1 2018 and held it in 7 quarters. The position peaked at $53K in Q2 2021. 443 funds tracked by Wall St. Rank hold ZION as of Q3 2021.

Financial Gravity Asset Management reported no remaining Zions Bancorporation position as of Q3 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Zions Bancorporation share in Q3 2021, an estimated $53K.
Financial Gravity Asset Management first reported a position in Zions Bancorporation in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Zions Bancorporation position peaked at $53K in Q2 2021.
443 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.