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Goodman Advisory Group’s Zions Bancorporation ZION Stock Holding History

Goodman Advisory Group’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
-27
Closed -$1K – 181
2022
Q4 		$1K Hold
27
– – ﹤0.01% 141
2022
Q3 		$1K Hold
27
– – ﹤0.01% 159
2022
Q2 		$1K Buy
+27
New +$1.53K ﹤0.01% 170

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

Goodman Advisory Group's ZION Position: Q1 2023 in Review

Goodman Advisory Group sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 27 shares — an estimated $1K sold.

Goodman Advisory Group first reported a position in ZION in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

  • Goodman Advisory Group reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Goodman Advisory Group sold 27 Zions Bancorporation shares in Q1 2023, an estimated $1K.
  • Goodman Advisory Group first reported a position in Zions Bancorporation in Q2 2022 and held it in 3 quarters.
  • Goodman Advisory Group's Zions Bancorporation position peaked at $1K in Q4 2022.
  • 449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Goodman Advisory Group's 13F filing for Q1 2023, filed 15 May 2023.