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IHT Wealth Management’s Zions Bancorporation ZION Stock Holding History

IHT 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
Q1 		– Sell
-6,299
Closed -$276K – 1072
2023
Q4 		$276K Hold
6,299
– – 0.01% 797
2023
Q3 		$220K Buy
+6,299
New +$220K 0.01% 848
2018
Q2 		– Sell
-36
Closed -$2K – 1407
2018
Q1 		$2K Hold
36
– – ﹤0.01% 1536
2017
Q4 		$2K Hold
36
– – ﹤0.01% 1527
2017
Q3 		$2K Hold
36
– – ﹤0.01% 1247
2017
Q2 		$31K Hold
36
– – 0.02% 655
2017
Q1 		$1K Hold
36
– – ﹤0.01% 1224
2016
Q4 		$2K Buy
+36
New +$1.33K ﹤0.01% 1063

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

IHT Wealth Management's ZION Position: Q1 2024 in Review

IHT Wealth Management sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 6,299 shares — an estimated $276K sold.

IHT Wealth Management first reported a position in ZION in Q4 2016 and held it in 8 quarters. The position peaked at $276K in Q4 2023. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • IHT Wealth Management reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • IHT Wealth Management sold 6,299 Zions Bancorporation shares in Q1 2024, an estimated $276K.
  • IHT Wealth Management first reported a position in Zions Bancorporation in Q4 2016 and held it in 8 quarters.
  • IHT Wealth Management's Zions Bancorporation position peaked at $276K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on IHT Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.