Intersect Capital’s Zions Bancorporation ZION Stock Holding History

Intersect Capital’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
2022 Q2	$205K	Sell	4,031 -46	-1%	-$2.61K	0.06%	321
2022 Q1	$267K	Buy	4,077 +4	+0.1%	+$274	0.05%	342
2021 Q4	$257K	Buy	4,073 +42	+1%	+$2.68K	0.05%	344
2021 Q3	$249K	Hold	4,031	–	–	0.04%	316
2021 Q2	$213K	Hold	4,031	–	–	0.04%	337
2021 Q1	$222K	Buy	+4,031	New	+$208K	0.04%	298
2015 Q2	–	Sell	-2	Closed	–	–	379
2015 Q1	$0	Hold	2	–	–	﹤0.01%	489
2014 Q4	$0	Buy	+2	New	+$56	﹤0.01%	449

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intersect Capital's ZION Position: Q2 2022 in Review

Intersect Capital reduced its Zions Bancorporation (ZION) stake by 1.1% in Q2 2022, selling an estimated $2.61K and leaving 4,031 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #321.

Intersect Capital first reported a position in ZION in Q4 2014 and has held it in 8 quarters since. The position peaked at $267K in Q1 2022. 489 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

Intersect Capital held 4,031 shares of Zions Bancorporation worth $205K as of Q2 2022.
Intersect Capital sold 46 Zions Bancorporation shares in Q2 2022, an estimated $2.61K.
Zions Bancorporation made up 0.06% of Intersect Capital's portfolio in Q2 2022, its #321 holding.
Intersect Capital first reported a position in Zions Bancorporation in Q4 2014 and has held it in 8 quarters since.
Intersect Capital's Zions Bancorporation position peaked at $267K in Q1 2022.
489 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.