Fort Washington Investment Advisors
ZION icon

Fort Washington Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Fort Washington Investment 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
2023
Q1 		– Sell
-5,662
Closed -$278K – 395
2022
Q4 		$278K Sell
5,662
-483
-8% -$24.2K ﹤0.01% 354
2022
Q3 		$313K Sell
6,145
-307
-5% -$16.8K ﹤0.01% 364
2022
Q2 		$328K Buy
6,452
+1,262
+24% +$71.7K ﹤0.01% 364
2022
Q1 		$340K Hold
5,190
– – ﹤0.01% 437
2021
Q4 		$328K Buy
5,190
+886
+21% +$56.6K ﹤0.01% 462
2021
Q3 		$266K Hold
4,304
– – ﹤0.01% 473
2021
Q2 		$228K Hold
4,304
– – ﹤0.01% 490
2021
Q1 		$237K Buy
+4,304
New +$222K ﹤0.01% 473
2020
Q1 		– Sell
-5,125
Closed -$266K – 496
2019
Q4 		$266K Sell
5,125
-155
-3% -$7.52K ﹤0.01% 452
2019
Q3 		$235K Sell
5,280
-140
-3% -$6.05K ﹤0.01% 469
2019
Q2 		$249K Buy
5,420
+488
+10% +$22.6K ﹤0.01% 474
2019
Q1 		$224K Buy
+4,932
New +$235K ﹤0.01% 487

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fort Washington Investment Advisors's ZION Position: Q1 2023 in Review

Fort Washington Investment Advisors sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 5,662 shares — an estimated $278K sold.

Fort Washington Investment Advisors first reported a position in ZION in Q1 2019 and held it in 12 quarters. The position peaked at $340K in Q1 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

  • Fort Washington Investment Advisors reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 5,662 Zions Bancorporation shares in Q1 2023, an estimated $278K.
  • Fort Washington Investment Advisors first reported a position in Zions Bancorporation in Q1 2019 and held it in 12 quarters.
  • Fort Washington Investment Advisors's Zions Bancorporation position peaked at $340K in Q1 2022.
  • 449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.