FGC
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Financial Gravity Companies’s Zions Bancorporation ZION Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$17K Buy
+349
New +$16.3K 0.02% 503
2018
Q1 		$2K Buy
40
+27
+208% +$1.45K ﹤0.01% 1016
2017
Q4 		$1K Buy
+13
New +$623 ﹤0.01% 1250

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Financial Gravity Companies's ZION Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Zions Bancorporation (ZION) in Q4 2018: 349 shares worth $17K. The stake represents 0.02% of the portfolio and ranks #503 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ZION as recently as Q1 2018.

Financial Gravity Companies first reported a position in ZION in Q4 2017 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

  • Financial Gravity Companies held 349 shares of Zions Bancorporation worth $17K as of Q4 2018.
  • Zions Bancorporation was a new Financial Gravity Companies position in Q4 2018.
  • Zions Bancorporation made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #503 holding.
  • Financial Gravity Companies first reported a position in Zions Bancorporation in Q4 2017 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.