Insight Wealth Strategies’s Zions Bancorporation ZION Stock Holding History

Insight Wealth Strategies’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	-41,850	Closed	-$1.84M	–	183
2023 Q4	$1.84M	Buy	41,850 +8,272	+25%	+$299K	0.3%	79
2023 Q3	$1.17M	Buy	33,578 +5,802	+21%	+$202K	0.23%	94
2023 Q2	$746K	Buy	27,776 +1,243	+5%	+$34.5K	0.14%	101
2023 Q1	$794K	Buy	26,533 +1,844	+7%	+$84.4K	0.16%	97
2022 Q4	$1.21M	Buy	24,689 +841	+4%	+$42.1K	0.23%	78
2022 Q3	$1.21M	Hold	23,848	–	–	0.23%	84
2022 Q2	$1.21M	Buy	23,848 +2,287	+11%	+$130K	0.23%	84
2022 Q1	$1.41M	Buy	+21,561	New	+$1.47M	0.21%	83

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Insight Wealth Strategies's ZION Position: Q1 2024 in Review

Insight Wealth Strategies sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 41,850 shares — an estimated $1.84M sold.

Insight Wealth Strategies first reported a position in ZION in Q1 2022 and held it in 8 quarters. The position peaked at $1.84M in Q4 2023. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

Insight Wealth Strategies reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
Insight Wealth Strategies sold 41,850 Zions Bancorporation shares in Q1 2024, an estimated $1.84M.
Insight Wealth Strategies first reported a position in Zions Bancorporation in Q1 2022 and held it in 8 quarters.
Insight Wealth Strategies's Zions Bancorporation position peaked at $1.84M in Q4 2023.
460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.