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IBEX Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

IBEX 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
2022
Q1 		– Sell
-3,395
Closed -$214K – 207
2021
Q4 		$214K Sell
3,395
-45
-1% -$2.87K 0.04% 173
2021
Q3 		$213K Buy
+3,440
New +$189K 0.04% 170

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IBEX Wealth Advisors's ZION Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of Zions Bancorporation (ZION) in Q1 2022, closing a stake of 3,395 shares — an estimated $214K sold.

IBEX Wealth Advisors first reported a position in ZION in Q3 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 513 funds tracked by Wall St. Rank hold ZION as of Q1 2022.

  • IBEX Wealth Advisors reported no remaining Zions Bancorporation position as of Q1 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,395 Zions Bancorporation shares in Q1 2022, an estimated $214K.
  • IBEX Wealth Advisors first reported a position in Zions Bancorporation in Q3 2021 and held it in 2 quarters.
  • IBEX Wealth Advisors's Zions Bancorporation position peaked at $214K in Q4 2021.
  • 513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.