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Founders Capital Management (Texas)’s Zions Bancorporation ZION Stock Holding History

Founders Capital Management (Texas)’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
Q2 		– Sell
-429
Closed -$13K – 409
2023
Q1 		$13K Hold
429
– – 0.01% 289
2022
Q4 		$21K Hold
429
– – 0.02% 226
2022
Q3 		$22K Hold
429
– – 0.02% 208
2022
Q2 		$22K Buy
+429
New +$24.4K 0.02% 220

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Founders Capital Management (Texas)'s ZION Position: Q2 2023 in Review

Founders Capital Management (Texas) sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 429 shares — an estimated $13K sold.

Founders Capital Management (Texas) first reported a position in ZION in Q2 2022 and held it in 4 quarters. The position peaked at $22K in Q3 2022. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Founders Capital Management (Texas) reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 429 Zions Bancorporation shares in Q2 2023, an estimated $13K.
  • Founders Capital Management (Texas) first reported a position in Zions Bancorporation in Q2 2022 and held it in 4 quarters.
  • Founders Capital Management (Texas)'s Zions Bancorporation position peaked at $22K in Q3 2022.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2023, filed 7 Jul 2023.