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IAG Wealth Partners’s Zions Bancorporation ZION Stock Holding History

IAG Wealth Partners’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
-400
Closed -$17.3K – 536
2024
Q2 		$17.3K Hold
400
– – ﹤0.01% 281
2024
Q1 		$17.4K Buy
+400
New +$16.5K ﹤0.01% 253
2023
Q2 		– Sell
-874
Closed -$26.2K – 490
2023
Q1 		$26.2K Buy
+874
New +$40K 0.01% 196

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 $3.37T AUM 44.26% 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

IAG Wealth Partners's ZION Position: Q3 2024 in Review

IAG Wealth Partners sold out of Zions Bancorporation (ZION) in Q3 2024, closing a stake of 400 shares — an estimated $17.3K sold.

IAG Wealth Partners first reported a position in ZION in Q1 2023 and held it in 3 quarters. The position peaked at $26.2K in Q1 2023. 470 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

  • IAG Wealth Partners reported no remaining Zions Bancorporation position as of Q3 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 400 Zions Bancorporation shares in Q3 2024, an estimated $17.3K.
  • IAG Wealth Partners first reported a position in Zions Bancorporation in Q1 2023 and held it in 3 quarters.
  • IAG Wealth Partners's Zions Bancorporation position peaked at $26.2K in Q1 2023.
  • 470 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.