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ZION icon

INVST’s Zions Bancorporation ZION Stock Holding History

INVST’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 		– Sell
-11,680
Closed -$644K – 200
2022
Q1 		$644K Buy
11,680
+938
+9% +$64.2K 0.11% 95
2021
Q4 		$749K Buy
10,742
+4,250
+65% +$271K 0.12% 90
2021
Q3 		$402K Sell
6,492
-226
-3% -$12.4K 0.06% 128
2021
Q2 		$333K Sell
6,718
-405
-6% -$22.7K 0.05% 142
2021
Q1 		$397K Sell
7,123
-4,350
-38% -$224K 0.07% 123
2020
Q4 		$498K Buy
11,473
+2,165
+23% +$80.1K 0.09% 102
2020
Q3 		$271K Buy
9,308
+1,243
+15% +$40.1K 0.06% 132
2020
Q2 		$263K Buy
+8,065
New +$255K 0.08% 122

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

INVST's ZION Position: Q2 2022 in Review

INVST sold out of Zions Bancorporation (ZION) in Q2 2022, closing a stake of 11,680 shares — an estimated $644K sold.

INVST first reported a position in ZION in Q2 2020 and held it in 8 quarters. The position peaked at $749K in Q4 2021. 489 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

  • INVST reported no remaining Zions Bancorporation position as of Q2 2022 after selling out during the quarter.
  • INVST sold 11,680 Zions Bancorporation shares in Q2 2022, an estimated $644K.
  • INVST first reported a position in Zions Bancorporation in Q2 2020 and held it in 8 quarters.
  • INVST's Zions Bancorporation position peaked at $749K in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on INVST's 13F filing for Q2 2022, filed 11 Aug 2022.