FineMark National Bank & Trust’s Zions Bancorporation ZION Stock Holding History

FineMark National Bank & Trust’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	–	Sell	-3,192	Closed	-$209K	–	457
2022 Q1	$209K	Buy	+3,192	New	+$218K	0.01%	427
2017 Q1	–	Sell	-200	Closed	-$9K	–	1017
2016 Q4	$9K	Hold	200	–	–	﹤0.01%	983
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	1045
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	1085
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	1044
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	1057
2015 Q3	$6K	Hold	200	–	–	﹤0.01%	1072
2015 Q2	$6K	Hold	200	–	–	﹤0.01%	1107
2015 Q1	$5K	Hold	200	–	–	﹤0.01%	1132
2014 Q4	$6K	Hold	200	–	–	﹤0.01%	1128
2014 Q3	$6K	Hold	200	–	–	﹤0.01%	1118
2014 Q2	$6K	Hold	200	–	–	﹤0.01%	1150
2014 Q1	$6K	Hold	200	–	–	﹤0.01%	1146
2013 Q4	$6K	Hold	200	–	–	﹤0.01%	1140
2013 Q3	$5K	Buy	+200	New	+$5.84K	﹤0.01%	1109

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

FineMark National Bank & Trust's ZION Position: Q2 2022 in Review

FineMark National Bank & Trust sold out of Zions Bancorporation (ZION) in Q2 2022, closing a stake of 3,192 shares — an estimated $209K sold.

FineMark National Bank & Trust first reported a position in ZION in Q3 2013 and held it in 15 quarters. The position peaked at $209K in Q1 2022. 489 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

FineMark National Bank & Trust reported no remaining Zions Bancorporation position as of Q2 2022 after selling out during the quarter.
FineMark National Bank & Trust sold 3,192 Zions Bancorporation shares in Q2 2022, an estimated $209K.
FineMark National Bank & Trust first reported a position in Zions Bancorporation in Q3 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Zions Bancorporation position peaked at $209K in Q1 2022.
489 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on FineMark National Bank & Trust's 13F filing for Q2 2022, filed 9 Aug 2022.