GI
ZION icon

Gradient Investments’s Zions Bancorporation ZION Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-115
Closed -$4.99K – 1346
2024
Q2 		$4.99K Buy
115
+98
+576% +$4.14K ﹤0.01% 863
2024
Q1 		$738 Hold
17
– – ﹤0.01% 954
2023
Q4 		$746 Hold
17
– – ﹤0.01% 1504
2023
Q3 		$593 Sell
17
-113
-87% -$3.94K ﹤0.01% 1514
2023
Q2 		$3.49K Buy
130
+120
+1,200% +$3.33K ﹤0.01% 1038
2023
Q1 		$299 Buy
10
+5
+100% +$229 ﹤0.01% 1331
2022
Q4 		$246 Hold
5
– – ﹤0.01% 1357
2022
Q3 		$0 Buy
+5
New +$273 ﹤0.01% 1563

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return