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ICA Group Wealth Management’s Zions Bancorporation ZION Stock Holding History

ICA Group Wealth Management’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
Q2 		$5.16K Sell
119
-330
-73% -$13.9K ﹤0.01% 582
2024
Q1 		$19.5K Hold
449
– – ﹤0.01% 759
2023
Q4 		$19.7K Buy
+449
New +$16.2K ﹤0.01% 727
2023
Q3 		– Sell
-449
Closed -$12.1K – 1272
2023
Q2 		$12.1K Hold
449
– – ﹤0.01% 806
2023
Q1 		$13.4K Buy
449
+330
+277% +$15.1K ﹤0.01% 751
2022
Q4 		$5.85K Buy
+119
New +$5.95K ﹤0.01% 936

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ICA Group Wealth Management's ZION Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Zions Bancorporation (ZION) stake by 73% in Q2 2024, selling an estimated $13.9K and leaving 119 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

ICA Group Wealth Management first reported a position in ZION in Q4 2022 and has held it in 6 quarters since. The position peaked at $19.7K in Q4 2023. 431 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

  • ICA Group Wealth Management held 119 shares of Zions Bancorporation worth $5.16K as of Q2 2024.
  • ICA Group Wealth Management sold 330 Zions Bancorporation shares in Q2 2024, an estimated $13.9K.
  • Zions Bancorporation made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #582 holding.
  • ICA Group Wealth Management first reported a position in Zions Bancorporation in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Zions Bancorporation position peaked at $19.7K in Q4 2023.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.