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

Financial Synergies 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 Q2	–	Sell	-73	Closed	-$3.19K	–	495
2024 Q1	$3.19K	Buy	+73	New	+$3.01K	﹤0.01%	288
2023 Q4	–	Sell	-73	Closed	-$2.64K	–	461
2023 Q3	$2.56K	Hold	73	–	–	﹤0.01%	288
2023 Q2	$1.97K	Hold	73	–	–	﹤0.01%	296
2023 Q1	$2.2K	Buy	+73	New	+$3.34K	﹤0.01%	296
2022 Q4	–	Hold	0	–	–	–	461
2022 Q3	–	Sell	-53	Closed	-$2.67K	–	524
2022 Q2	$2.67K	Buy	+53	New	+$3.01K	﹤0.01%	217

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Synergies Wealth Advisors's ZION Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 73 shares — an estimated $3.19K sold.

Financial Synergies Wealth Advisors first reported a position in ZION in Q2 2022 and held it in 5 quarters. The position peaked at $3.19K in Q1 2024. 431 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 73 Zions Bancorporation shares in Q2 2024, an estimated $3.19K.
Financial Synergies Wealth Advisors first reported a position in Zions Bancorporation in Q2 2022 and held it in 5 quarters.
Financial Synergies Wealth Advisors's Zions Bancorporation position peaked at $3.19K in Q1 2024.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.