Intrua Financial’s Zions Bancorporation ZION Stock Holding History

Intrua Financial’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 Q2	–	Sell	-12,896	Closed	-$560K	–	436
2024 Q1	$560K	Buy	+12,896	New	+$532K	0.08%	224

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Intrua Financial's ZION Position: Q2 2024 in Review

Intrua Financial sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 12,896 shares — an estimated $560K sold.

Intrua Financial first reported a position in ZION in Q1 2024 and held it in 1 quarter. The position peaked at $560K in Q1 2024. 431 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

Intrua Financial reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
Intrua Financial sold 12,896 Zions Bancorporation shares in Q2 2024, an estimated $560K.
Intrua Financial first reported a position in Zions Bancorporation in Q1 2024 and held it in 1 quarter.
Intrua Financial's Zions Bancorporation position peaked at $560K in Q1 2024.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Intrua Financial's 13F filing for Q2 2024, filed 28 May 2025.