Institutional & Family Asset Management’s Zions Bancorporation ZION Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-330	Closed	-$20K	–	951
2021 Q3	$20K	Hold	330	–	–	﹤0.01%	456
2021 Q2	$17K	Hold	330	–	–	﹤0.01%	505
2021 Q1	$18K	Hold	330	–	–	﹤0.01%	498
2020 Q4	$14K	Hold	330	–	–	﹤0.01%	491
2020 Q3	$10K	Hold	330	–	–	﹤0.01%	495
2020 Q2	$11K	Hold	330	–	–	﹤0.01%	478
2020 Q1	$9K	Hold	330	–	–	﹤0.01%	472
2019 Q4	$17K	Hold	330	–	–	﹤0.01%	442
2019 Q3	$15K	Hold	330	–	–	﹤0.01%	434
2019 Q2	$15K	Hold	330	–	–	﹤0.01%	455
2019 Q1	$15K	Hold	330	–	–	﹤0.01%	455
2018 Q4	$13K	Hold	330	–	–	﹤0.01%	441
2018 Q3	$17K	Hold	330	–	–	﹤0.01%	458
2018 Q2	$17K	Hold	330	–	–	﹤0.01%	456
2018 Q1	$17K	Buy	+330	New	+$17.8K	﹤0.01%	439

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Institutional & Family Asset Management's ZION Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Zions Bancorporation (ZION) in Q4 2021, closing a stake of 330 shares — an estimated $20K sold.

Institutional & Family Asset Management first reported a position in ZION in Q1 2018 and held it in 15 quarters. The position peaked at $20K in Q3 2021. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

Institutional & Family Asset Management reported no remaining Zions Bancorporation position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 330 Zions Bancorporation shares in Q4 2021, an estimated $20K.
Institutional & Family Asset Management first reported a position in Zions Bancorporation in Q1 2018 and held it in 15 quarters.
Institutional & Family Asset Management's Zions Bancorporation position peaked at $20K in Q3 2021.
473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.