JWM
ZION icon

Janiczek Wealth Management’s Zions Bancorporation ZION Stock Holding History

Janiczek Wealth 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
2023
Q2 		– Sell
-8
Closed -$240 – 1029
2023
Q1 		$240 Sell
8
-8
-50% -$366 ﹤0.01% 956
2022
Q4 		$823 Hold
16
– – ﹤0.01% 872
2022
Q3 		$1K Hold
16
– – ﹤0.01% 891
2022
Q2 		$1K Hold
16
– – ﹤0.01% 923
2022
Q1 		$1K Hold
16
– – ﹤0.01% 920
2021
Q4 		$1K Hold
16
– – ﹤0.01% 982
2021
Q3 		$1K Hold
16
– – ﹤0.01% 945
2021
Q2 		$1K Hold
16
– – ﹤0.01% 884
2021
Q1 		$1K Hold
16
– – ﹤0.01% 846
2020
Q4 		$1K Buy
+16
New +$592 ﹤0.01% 782

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return