HAG
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HighPoint Advisor Group’s Zions Bancorporation ZION Stock Holding History

HighPoint Advisor 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
2019
Q3 		– Sell
-6,904
Closed -$312K – 522
2019
Q2 		$312K Sell
6,904
-199
-3% -$9.21K 0.07% 237
2019
Q1 		$345K Buy
7,103
+119
+2% +$5.68K 0.08% 212
2018
Q4 		$354K Sell
6,984
-138
-2% -$6.43K 0.09% 199
2018
Q3 		$323K Sell
7,122
-82
-1% -$4.33K 0.09% 213
2018
Q2 		$387K Buy
+7,204
New +$398K 0.1% 204

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HighPoint Advisor Group's ZION Position: Q3 2019 in Review

HighPoint Advisor Group sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 6,904 shares — an estimated $312K sold.

HighPoint Advisor Group first reported a position in ZION in Q2 2018 and held it in 5 quarters. The position peaked at $387K in Q2 2018. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

  • HighPoint Advisor Group reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
  • HighPoint Advisor Group sold 6,904 Zions Bancorporation shares in Q3 2019, an estimated $312K.
  • HighPoint Advisor Group first reported a position in Zions Bancorporation in Q2 2018 and held it in 5 quarters.
  • HighPoint Advisor Group's Zions Bancorporation position peaked at $387K in Q2 2018.
  • 442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on HighPoint Advisor Group's 13F filing for Q3 2019, filed 12 Nov 2019.