First National Bank of South Miami’s Zions Bancorporation ZION Stock Holding History

First National Bank of South Miami’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	-270	Closed	-$18K	–	355
2022 Q1	$18K	Sell	270 -80	-23%	-$5.47K	0.01%	262
2021 Q4	$22K	Buy	+350	New	+$22.3K	0.01%	271

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 $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First National Bank of South Miami's ZION Position: Q2 2022 in Review

First National Bank of South Miami sold out of Zions Bancorporation (ZION) in Q2 2022, closing a stake of 270 shares — an estimated $18K sold.

First National Bank of South Miami first reported a position in ZION in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q4 2021. 490 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

First National Bank of South Miami reported no remaining Zions Bancorporation position as of Q2 2022 after selling out during the quarter.
First National Bank of South Miami sold 270 Zions Bancorporation shares in Q2 2022, an estimated $18K.
First National Bank of South Miami first reported a position in Zions Bancorporation in Q4 2021 and held it in 2 quarters.
First National Bank of South Miami's Zions Bancorporation position peaked at $22K in Q4 2021.
490 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on First National Bank of South Miami's 13F filing for Q2 2022, filed 13 Jul 2022.