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Industrial Alliance Investment Management’s Zions Bancorporation ZION Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-8,542
Closed -$256K – 511
2023
Q1 		$256K Buy
+8,542
New +$391K 0.01% 427
2022
Q4 		– Sell
-3,477
Closed -$177K – 479
2022
Q3 		$177K Buy
+3,477
New +$190K 0.01% 360

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Industrial Alliance Investment Management's ZION Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 8,542 shares — an estimated $256K sold.

Industrial Alliance Investment Management first reported a position in ZION in Q3 2022 and held it in 2 quarters. The position peaked at $256K in Q1 2023. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 8,542 Zions Bancorporation shares in Q2 2023, an estimated $256K.
  • Industrial Alliance Investment Management first reported a position in Zions Bancorporation in Q3 2022 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Zions Bancorporation position peaked at $256K in Q1 2023.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.