HC Financial Advisors’s Zions Bancorporation ZION Stock Holding History

HC Financial 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
2022 Q2	$29K	Hold	565	–	–	0.02%	160
2022 Q1	$37K	Hold	565	–	–	0.02%	154
2021 Q4	$36K	Sell	565 -48	-8%	-$3.06K	0.02%	164
2021 Q3	$38K	Hold	613	–	–	0.02%	145
2021 Q2	$32K	Hold	613	–	–	0.02%	163
2021 Q1	$34K	Hold	613	–	–	0.02%	162
2020 Q4	$27K	Hold	613	–	–	0.02%	179
2020 Q3	$18K	Hold	613	–	–	0.01%	194
2020 Q2	$21K	Hold	613	–	–	0.02%	173
2020 Q1	$16K	Buy	+613	New	+$25.2K	0.01%	195

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HC Financial Advisors's ZION Position: Q2 2022 in Review

HC Financial Advisors held its Zions Bancorporation (ZION) position steady in Q2 2022 at 565 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #160.

HC Financial Advisors first reported a position in ZION in Q1 2020 and has held it in 10 quarters since. The position peaked at $38K in Q3 2021. 490 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

HC Financial Advisors held 565 shares of Zions Bancorporation worth $29K as of Q2 2022.
HC Financial Advisors left its Zions Bancorporation share count unchanged in Q2 2022.
Zions Bancorporation made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #160 holding.
HC Financial Advisors first reported a position in Zions Bancorporation in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Zions Bancorporation position peaked at $38K in Q3 2021.
490 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.