IWS
ZION icon

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
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