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Glen Eagle Advisors’s Zions Bancorporation ZION Stock Holding History

Glen Eagle 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
-20
Closed -$983 – 1219
2022
Q4 		$983 Buy
+20
New +$1K ﹤0.01% 1019
2019
Q3 		– Sell
-200
Closed -$9.2K – 861
2019
Q2 		$9.2K Hold
200
– – 0.01% 517
2019
Q1 		$9.08K Sell
200
-1,000
-83% -$47.7K 0.01% 498
2018
Q4 		$48.9K Sell
1,200
-385
-24% -$17.9K 0.04% 246
2018
Q3 		$79.5K Hold
1,585
– – 0.06% 223
2018
Q2 		$83.5K Sell
1,585
-6,165
-80% -$340K 0.07% 212
2018
Q1 		$409K Buy
+7,750
New +$417K 0.34% 71

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glen Eagle Advisors's ZION Position: Q1 2023 in Review

Glen Eagle Advisors sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 20 shares — an estimated $983 sold.

Glen Eagle Advisors first reported a position in ZION in Q1 2018 and held it in 7 quarters. The position peaked at $409K in Q1 2018. 448 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

  • Glen Eagle Advisors reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 20 Zions Bancorporation shares in Q1 2023, an estimated $983.
  • Glen Eagle Advisors first reported a position in Zions Bancorporation in Q1 2018 and held it in 7 quarters.
  • Glen Eagle Advisors's Zions Bancorporation position peaked at $409K in Q1 2018.
  • 448 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Glen Eagle Advisors's 13F filing for Q1 2023, filed 13 Aug 2024.