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Heritage Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Heritage Wealth 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
2025
Q1 		– Sell
-73
Closed -$3.96K – 652
2024
Q4 		$3.96K Buy
73
+13
+22% +$712 ﹤0.01% 516
2024
Q3 		$2.83K Buy
+60
New +$2.84K ﹤0.01% 531
2020
Q1 		– Sell
-24
Closed -$1.25K – 591
2019
Q4 		$1.25K Buy
+24
New +$1.17K ﹤0.01% 646

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Advisors's ZION Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Zions Bancorporation (ZION) in Q1 2025, closing a stake of 73 shares — an estimated $3.96K sold.

Heritage Wealth Advisors first reported a position in ZION in Q4 2019 and held it in 3 quarters. The position peaked at $3.96K in Q4 2024. 498 funds tracked by Wall St. Rank hold ZION as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Zions Bancorporation position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 73 Zions Bancorporation shares in Q1 2025, an estimated $3.96K.
  • Heritage Wealth Advisors first reported a position in Zions Bancorporation in Q4 2019 and held it in 3 quarters.
  • Heritage Wealth Advisors's Zions Bancorporation position peaked at $3.96K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.