GI
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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 – 1337
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Investments's ZION Position: Q3 2024 in Review

Gradient Investments sold out of Zions Bancorporation (ZION) in Q3 2024, closing a stake of 115 shares — an estimated $4.99K sold.

Gradient Investments first reported a position in ZION in Q3 2022 and held it in 8 quarters. The position peaked at $4.99K in Q2 2024. 470 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

  • Gradient Investments reported no remaining Zions Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 115 Zions Bancorporation shares in Q3 2024, an estimated $4.99K.
  • Gradient Investments first reported a position in Zions Bancorporation in Q3 2022 and held it in 8 quarters.
  • Gradient Investments's Zions Bancorporation position peaked at $4.99K in Q2 2024.
  • 470 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.