FinTrust Capital Advisors’s Zions Bancorporation ZION Stock Holding History

FinTrust Capital 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 Q3	$28.3K	Hold	600	–	–	﹤0.01%	734
2024 Q2	$26K	Hold	600	–	–	﹤0.01%	705
2024 Q1	$26K	Hold	600	–	–	0.01%	691
2023 Q4	$26.3K	Hold	600	–	–	0.01%	643
2023 Q3	$20.9K	Hold	600	–	–	﹤0.01%	655
2023 Q2	$29.5K	Hold	600	–	–	0.01%	560
2023 Q1	$29.5K	Hold	600	–	–	0.01%	559
2022 Q4	$29.5K	Hold	600	–	–	0.01%	558
2022 Q3	$31K	Hold	600	–	–	0.01%	619
2022 Q2	$32K	Hold	600	–	–	0.01%	613
2022 Q1	$40K	Hold	600	–	–	0.01%	612
2021 Q4	$38K	Hold	600	–	–	0.01%	601
2021 Q3	$37K	Hold	600	–	–	0.01%	610
2021 Q2	$32K	Hold	600	–	–	0.01%	645
2021 Q1	$33K	Hold	600	–	–	0.01%	601
2020 Q4	$26K	Hold	600	–	–	0.01%	618
2020 Q3	$18K	Hold	600	–	–	﹤0.01%	681
2020 Q2	$20K	Hold	600	–	–	0.01%	626
2020 Q1	$16K	Hold	600	–	–	0.01%	679
2019 Q4	$31K	Hold	600	–	–	0.01%	553
2019 Q3	$27K	Hold	600	–	–	0.01%	591
2019 Q2	$28K	Hold	600	–	–	0.01%	532
2019 Q1	$27K	Hold	600	–	–	0.01%	523
2018 Q4	$24K	Buy	+600	New	+$28K	0.01%	554

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

FinTrust Capital Advisors's ZION Position: Q3 2024 in Review

FinTrust Capital Advisors held its Zions Bancorporation (ZION) position steady in Q3 2024 at 600 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

FinTrust Capital Advisors first reported a position in ZION in Q4 2018 and has held it in 24 quarters since. The position peaked at $40K in Q1 2022. 470 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

FinTrust Capital Advisors held 600 shares of Zions Bancorporation worth $28.3K as of Q3 2024.
FinTrust Capital Advisors left its Zions Bancorporation share count unchanged in Q3 2024.
Zions Bancorporation made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #734 holding.
FinTrust Capital Advisors first reported a position in Zions Bancorporation in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Zions Bancorporation position peaked at $40K in Q1 2022.
470 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.