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Financial Network Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Financial Network 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
2024
Q4 		– Sell
-8,104
Closed -$383K – 865
2024
Q3 		$383K Buy
8,104
+21
+0.3% +$994 0.32% 66
2024
Q2 		$351K Buy
8,083
+67
+0.8% +$2.83K 0.26% 80
2024
Q1 		$348K Sell
8,016
-804
-9% -$33.2K 0.35% 74
2023
Q4 		$387K Buy
+8,820
New +$319K 0.41% 63

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Network Wealth Advisors's ZION Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 8,104 shares — an estimated $383K sold.

Financial Network Wealth Advisors first reported a position in ZION in Q4 2023 and held it in 4 quarters. The position peaked at $387K in Q4 2023. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 8,104 Zions Bancorporation shares in Q4 2024, an estimated $383K.
  • Financial Network Wealth Advisors first reported a position in Zions Bancorporation in Q4 2023 and held it in 4 quarters.
  • Financial Network Wealth Advisors's Zions Bancorporation position peaked at $387K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.