IWM
ZION icon

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 		$31 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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return